Ever Source Wealth Advisors, LLC Unified Ser Tr Oneascent Intl Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Unified Ser Tr Oneascent Intl stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 828 shares of OAIM stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

828

Holding current value

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	N/A	828 New	828 $0
Q1 2023 May 11, 2023	BUY	N/A	2,879 New	2,879 $0

Others Institutions Holding OAIM

# of Institutions

Shares Held

5.2M

Call Options Held

Put Options Held

One Ascent Financial Services LLC Birmingham, AL

2.07M
Shares

$0
4.52% of portfolio
Atria Investments LLC Charlotte, NC

1.16M
Shares

$0
0.0% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

953K
Shares

$0
13.8% of portfolio
One Ascent Family Office, LLC Birmingham, AL

210K
Shares

$0
6.52% of portfolio
Creative One Wealth, LLC Overland Park, KS

208K
Shares

$0
0.0% of portfolio

View Full List

About UNIFIED SER TR ONEASCENT INTL

Ticker OAIM

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Ever Source Wealth Advisors, LLC Unified Ser Tr Oneascent Intl Transaction History