One Ascent Family Office, LLC Unified Ser Tr Oneascent Intl Transaction History
One Ascent Family Office, LLC
- $97.4 Million
- Q3 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 223,133 shares of OAIM stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
223,133
Previous 260,316
14.28%
Holding current value
$0
Previous $9.94 Million
100.0%
% of portfolio
0.0%
Previous 9.4%
Shares
4 transactions
Others Institutions Holding OAIM
# of Institutions
47Shares Held
5.36MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL1.4MShares$00.0% of portfolio
-
Atria Investments LLC Charlotte, NC1.01MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL897KShares$00.0% of portfolio
-
Plan A Wealth LLC Lincoln, NE588KShares$012.03% of portfolio
-
Creative One Wealth, LLC Overland Park, KS214KShares$00.0% of portfolio