One Ascent Family Office, LLC Unified Ser Tr Oneascent Large Call Options Transaction History
One Ascent Family Office, LLC
- $55.1 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding OALC
# of Institutions
14Shares Held
3.84MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC2.37MShares$00.0% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL1.07MShares$013.11% of portfolio
-
Patron Partners, LLC107KShares$00.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.101KShares$00.01% of portfolio
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True Wealth Advisors, LLC75.6KShares$00.0% of portfolio