One Ascent Family Office, LLC Unified Ser Tr Oneascent Core Transaction History
One Ascent Family Office, LLC
- $55.1 Million
- Q4 2024
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 319,167 shares of OACP stock, worth $7.2 Million. This represents 13.03% of its overall portfolio holdings.
Number of Shares
319,167Holding current value
$7.2 Million% of portfolio
13.03%Shares
1 transactions
Others Institutions Holding OACP
# of Institutions
12Shares Held
8.19MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.39MShares$122 Million1.62% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL3.76MShares$84.9 Million7.21% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.3MShares$51.9 Million21.33% of portfolio
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Patron Partners, LLC114KShares$2.56 Million1.45% of portfolio
-
Cambridge Investment Research Advisors, Inc.95KShares$2.14 Million0.01% of portfolio