One Ascent Family Office, LLC Unified Ser Tr Oneascent Large 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 Large stock. As of the latest transaction made, One Ascent Family Office, LLC holds 130,736 shares of OALC stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
130,736
Previous 120,213
8.75%
Holding current value
$0
Previous $3.9 Million
100.0%
% of portfolio
0.0%
Previous 3.69%
Shares
4 transactions
Others Institutions Holding OALC
# of Institutions
27Shares Held
3.89MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL1.25MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL1.07MShares$00.0% of portfolio
-
Atria Investments LLC Charlotte, NC763KShares$00.0% of portfolio
-
Patron Partners, LLC119KShares$00.0% of portfolio
-
True Wealth Advisors, LLC99.9KShares$00.0% of portfolio