One Ascent Family Office, LLC Unified Ser Tr Oneascent Intl 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 Intl stock. As of the latest transaction made, One Ascent Family Office, LLC holds 177,923 shares of OAIM stock, worth $0. This represents 10.38% of its overall portfolio holdings.
Number of Shares
177,923Holding current value
$0% of portfolio
10.38%Shares
1 transactions
Others Institutions Holding OAIM
# of Institutions
19Shares Held
3.75MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC2.56MShares$00.0% of portfolio
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One Ascent Financial Services LLC Birmingham, AL1.99MShares$05.5% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL840KShares$011.13% of portfolio
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Valmark Advisers, Inc.65.3KShares$00.0% of portfolio
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Cambridge Investment Research Advisors, Inc.61.5KShares$00.01% of portfolio