Kestra Advisory Services, LLC Unified Ser Tr Oneascent Emerg Transaction History
Kestra Advisory Services, LLC
- $19.6 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding OAEM
# of Institutions
24Shares Held
1.52MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL627KShares$01.18% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL247KShares$03.08% of portfolio
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Atria Investments LLC Charlotte, NC227KShares$00.0% of portfolio
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Frontier Asset Management, LLC Sheridan, WY96.7KShares$00.0% of portfolio
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One Ascent Family Office, LLC Birmingham, AL54.6KShares$01.46% of portfolio