Ifp Advisors, Inc Unified Ser Tr Oneascent Core Put Options Transaction History
Ifp Advisors, Inc
- $3.28 Billion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
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