Geo Wealth Management, LLC Unified Ser Tr Oneascent Intl Transaction History

Geo Wealth Management, LLC

$2.4 Billion
Q2 2025

A detailed history of Geo Wealth Management, LLC transactions in Unified Ser Tr Oneascent Intl stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1 shares of OAIM stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	N/A	1 New	1 $0

Others Institutions Holding OAIM

# of Institutions

Shares Held

4.26M

Call Options Held

Put Options Held

Atria Investments LLC Charlotte, NC

1.14M
Shares

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

1.14M
Shares

$0
16.0% of portfolio
One Ascent Financial Services LLC Birmingham, AL

578K
Shares

$0
0.0% of portfolio
One Ascent Family Office, LLC Birmingham, AL

260K
Shares

$0
9.4% of portfolio
Creative One Wealth, LLC Overland Park, KS

214K
Shares

$0
0.0% of portfolio

View Full List

About UNIFIED SER TR ONEASCENT INTL

Ticker OAIM

More about OAIM

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