One Ascent Financial Services LLC Unified Ser Tr Oneascent Emerg Transaction History
One Ascent Financial Services LLC
- $582 Million
- Q3 2025
A detailed history of One Ascent Financial Services LLC transactions in Unified Ser Tr Oneascent Emerg stock. As of the latest transaction made, One Ascent Financial Services LLC holds 574,740 shares of OAEM stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
574,740
              Previous 160,233
              
        
           258.69%
        
      
          
        Holding current value
$0
            Previous $0
            
        
           NaN%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  13 transactions
	
  Others Institutions Holding OAEM
# of Institutions
24Shares Held
1.09MCall Options Held
0Put Options Held
0- 
    
      One Ascent Wealth Management LLC Birmingham, AL399KShares$00.0% of portfolio
- 
    
      Atria Investments LLC Charlotte, NC248KShares$00.0% of portfolio
- 
    
      One Ascent Family Office, LLC Birmingham, AL64.1KShares$00.0% of portfolio
- 
    
      Frontier Asset Management, LLC Sheridan, WY40.4KShares$00.0% of portfolio
- 
    
      Envestnet Asset Management Inc33KShares$00.0% of portfolio