O'Connor Financial Group LLC Unified Ser Tr Oneascent Large Transaction History
O'Connor Financial Group LLC
- $192 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding OALC
# of Institutions
20Shares Held
4.62MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.15MShares$04.01% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL980KShares$012.13% of portfolio
-
Atria Investments LLC Charlotte, NC834KShares$00.0% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL124KShares$03.3% of portfolio
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Patron Partners, LLC118KShares$00.0% of portfolio