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 $753,087. This represents 0.02% of its overall portfolio holdings.
Number of Shares
32,573
Previous 7,110
358.13%
Holding current value
$753,087
Previous $161,000
360.87%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding OACP
# of Institutions
21Shares Held
9.62MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL4.21MShares$97.3 Million6.86% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.29MShares$53 Million19.25% of portfolio
-
Atria Investments LLC Charlotte, NC2.06MShares$47.6 Million0.59% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL354KShares$8.18 Million7.62% of portfolio
-
Patron Partners, LLC130KShares$3 Million1.54% of portfolio