One Ascent Family Office, LLC Unified Ser Tr Oneascent Intl 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 Intl stock. As of the latest transaction made, One Ascent Family Office, LLC holds 209,840 shares of OAIM stock, worth $0. This represents 6.52% of its overall portfolio holdings.
Number of Shares
209,840
Previous 177,923
17.94%
Holding current value
$0
Previous $5.72 Million
22.71%
% of portfolio
6.52%
Previous 10.38%
Shares
2 transactions
Others Institutions Holding OAIM
# of Institutions
29Shares Held
5.2MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.07MShares$04.52% of portfolio
-
Atria Investments LLC Charlotte, NC1.16MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL953KShares$013.8% of portfolio
-
Creative One Wealth, LLC Overland Park, KS208KShares$00.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.94.3KShares$00.01% of portfolio