One Ascent Family Office, LLC Unified Ser Tr Oneascent Intl Transaction History
One Ascent Family Office, LLC
- $106 Million
- Q2 2025
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
Others Institutions Holding OAIM
# of Institutions
33Shares Held
5.54MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.07MShares$04.52% of portfolio
-
Atria Investments LLC Charlotte, NC1.14MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL1.14MShares$016.0% of portfolio
-
Creative One Wealth, LLC Overland Park, KS208KShares$00.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.101KShares$00.01% of portfolio