One Ascent Family Office, LLC Unified Ser Tr Oneascent Core Transaction History
One Ascent Family Office, LLC
- $107 Million
- Q1 2025
A detailed history of One Ascent Family Office, LLC transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, One Ascent Family Office, LLC holds 357,868 shares of OACP stock, worth $8.13 Million. This represents 7.59% of its overall portfolio holdings.
Number of Shares
357,868
Previous 319,167
12.13%
Holding current value
$8.13 Million
Previous $7.18 Million
13.64%
% of portfolio
7.59%
Previous 13.03%
Shares
2 transactions
Others Institutions Holding OACP
# of Institutions
18Shares Held
8.5MCall 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
-
Patron Partners, LLC129KShares$2.93 Million1.66% of portfolio
-
One Ascent Investment Solutions LLC Birmingham, AL122KShares$2.77 Million3.3% of portfolio