Ever Source Wealth Advisors, LLC Unified Ser Tr Oneascent Large Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding OALC
# of Institutions
13Shares Held
6.05MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC2.39MShares$00.0% of portfolio
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One Ascent Financial Services LLC Birmingham, AL2.11MShares$08.21% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL1.06MShares$015.41% of portfolio
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Cambridge Investment Research Advisors, Inc.101KShares$00.01% of portfolio
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Patron Partners, LLC83.2KShares$00.0% of portfolio