Ifp Advisors, Inc Unified Ser Tr Oneascent Intl Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

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 151 shares of OAIM stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

151

Previous 151 -0.0%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	N/A	151 New	151 $0

Others Institutions Holding OAIM

# of Institutions

Shares Held

3.75M

Call Options Held

Put Options Held

Atria Investments LLC Charlotte, NC

2.56M
Shares

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

840K
Shares

$0
11.13% of portfolio
One Ascent Family Office, LLC Birmingham, AL

178K
Shares

$0
10.38% of portfolio
Valmark Advisers, Inc.

65.3K
Shares

$0
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

61.5K
Shares

$0
0.01% of portfolio

View Full List

About UNIFIED SER TR ONEASCENT INTL

Ticker OAIM

More about OAIM

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