A detailed history of One Ascent Family Office, LLC transactions in Unified Ser Tr Oneascent Intl stock. As of the latest transaction made, One Ascent Family Office, LLC holds 260,316 shares of OAIM stock, worth $0. This represents 9.4% of its overall portfolio holdings.

Number of Shares
260,316
Previous 209,840 24.05%
Holding current value
$0
Previous $7.01 Million 41.75%
% of portfolio
9.4%
Previous 6.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
N/A
50,476 Added 24.05%
260,316 $9.94 Million
Q1 2025

May 05, 2025

BUY
N/A
31,917 Added 17.94%
209,840 $7.01 Million
Q4 2024

Feb 12, 2025

BUY
N/A
177,923 New
177,923 $5.72 Million

Others Institutions Holding OAIM

About UNIFIED SER TR ONEASCENT INTL


  • Ticker OAIM
More about OAIM
Track This Portfolio

Track One Ascent Family Office, LLC Portfolio

Follow One Ascent Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Family Office, LLC with notifications on news.