Ifp Advisors, Inc Unified Ser Tr Oneascent Core Transaction History
Ifp Advisors, Inc
- $3.07 Billion
- Q1 2025
A detailed history of Ifp Advisors, Inc transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Ifp Advisors, Inc holds 7,110 shares of OACP stock, worth $159,832. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,110
Previous 4,748
49.75%
Holding current value
$159,832
Previous $106,000
51.89%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding OACP
# of Institutions
18Shares Held
8.5MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL3.52MShares$79 Million5.23% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.22MShares$49.9 Million21.94% of portfolio
-
Atria Investments LLC Charlotte, NC1.67MShares$37.6 Million0.52% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL358KShares$8.04 Million7.59% of portfolio
-
Patron Partners, LLC129KShares$2.9 Million1.66% of portfolio