Ifp Advisors, Inc Unified Ser Tr Oneascent Intl Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Unified Ser Tr Oneascent Intl stock. As of the latest transaction made, Ifp Advisors, Inc holds 4,902 shares of OAIM stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,902

Previous 151 3146.36%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 24, 2025	BUY	N/A	4,751 Added 3146.36%	4,902 $0
Q2 2024 Jul 30, 2024	BUY	N/A	151 New	151 $0

Others Institutions Holding OAIM

# of Institutions

Shares Held

4.81M

Call Options Held

Put Options Held

One Ascent Financial Services LLC Birmingham, AL

1.4M
Shares

$0
0.0% of portfolio
Atria Investments LLC Charlotte, NC

1.14M
Shares

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

897K
Shares

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

223K
Shares

$0
0.0% 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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