Ifp Advisors, Inc Unified Ser Tr Oneascent Core Transaction History
Ifp Advisors, Inc
- $3.28 Billion
- Q2 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 32,573 shares of OACP stock, worth $740,058. This represents 0.02% of its overall portfolio holdings.
Number of Shares
32,573
Previous 7,110
358.13%
Holding current value
$740,058
Previous $161,000
360.87%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding OACP
# of Institutions
18Shares Held
8.51MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL3.52MShares$79.9 Million5.23% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.22MShares$50.5 Million21.94% of portfolio
-
Atria Investments LLC Charlotte, NC1.67MShares$38 Million0.52% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL358KShares$8.13 Million7.59% of portfolio
-
Patron Partners, LLC130KShares$2.95 Million1.54% of portfolio