One Ascent Financial Services LLC Unified Ser Tr Oneascent Emerg Transaction History
One Ascent Financial Services LLC
- $139 Million
- Q3 2024
Shares
8 transactions
Others Institutions Holding OAEM
# of Institutions
20Shares Held
2.82MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC1.7MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL743KShares$08.63% of portfolio
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Frontier Asset Management, LLC Sheridan, WY111KShares$00.0% of portfolio
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Cambridge Investment Research Advisors, Inc.41.5KShares$00.0% of portfolio
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Strategic Blueprint, LLC Atlanta, GA36.7KShares$00.0% of portfolio