One Ascent Family Office, LLC Unified Ser Tr Oneascent Core Call Options Transaction History

One Ascent Family Office, LLC

$107 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

18

Shares Held

8.5M

Call Options Held

0

Put Options Held

0

One Ascent Financial Services LLC Birmingham, AL

3.52M
Shares

$79 Million
5.23% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.22M
Shares

$49.9 Million
21.94% of portfolio
Atria Investments LLC Charlotte, NC

1.67M
Shares

$37.6 Million
0.52% of portfolio
Patron Partners, LLC

129K
Shares

$2.9 Million
1.66% of portfolio
One Ascent Investment Solutions LLC Birmingham, AL

122K
Shares

$2.74 Million
3.3% of portfolio

About UNIFIED SER TR ONEASCENT CORE

Ticker OACP
Sector ETFs
Industry ETFs

More about OACP

Track This Portfolio

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.