Ifp Advisors, Inc Unified Ser Tr Oneascent Large Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Unified Ser Tr Oneascent Large stock. As of the latest transaction made, Ifp Advisors, Inc holds 3,071 shares of OALC stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,071

Previous 1,145 168.21%

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
Q4 2024 Feb 04, 2025	BUY	N/A	1,926 Added 168.21%	3,071 $0
Q3 2024 Feb 04, 2025	BUY	N/A	1,145 New	1,145 $0

Others Institutions Holding OALC

# of Institutions

Shares Held

3.85M

Call Options Held

Put Options Held

Atria Investments LLC Charlotte, NC

2.37M
Shares

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

1.04M
Shares

$0
11.51% of portfolio
Patron Partners, LLC

107K
Shares

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

101K
Shares

$0
0.01% of portfolio
True Wealth Advisors, LLC

75.6K
Shares

$0
0.0% of portfolio

View Full List

About UNIFIED SER TR ONEASCENT LARGE

Ticker OALC

More about OALC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account