First Heartland Consultants, Inc. Unified Ser Tr Oneascent Core Transaction History
First Heartland Consultants, Inc.
- $1.01 Billion
- Q2 2025
A detailed history of First Heartland Consultants, Inc. transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 59,708 shares of OACP stock, worth $1.36 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
59,708
Previous 35,820
66.69%
Holding current value
$1.36 Million
Previous $815,000
66.87%
% of portfolio
0.13%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding OACP
# of Institutions
21Shares Held
9.62MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL4.21MShares$96.1 Million6.86% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.29MShares$52.4 Million19.25% of portfolio
-
Atria Investments LLC Charlotte, NC2.06MShares$47 Million0.59% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL354KShares$8.08 Million7.62% of portfolio
-
Patron Partners, LLC130KShares$2.96 Million1.54% of portfolio