One Ascent Financial Services LLC Unified Ser Tr Oneascent Core Transaction History
One Ascent Financial Services LLC
- $905 Million
- Q1 2024
A detailed history of One Ascent Financial Services LLC transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, One Ascent Financial Services LLC holds 3,363,763 shares of OACP stock, worth $75.7 Million. This represents 8.47% of its overall portfolio holdings.
Number of Shares
3,363,763
Previous 2,988,319
12.56%
Holding current value
$75.7 Million
Previous $68.8 Million
11.28%
% of portfolio
8.47%
Previous 8.54%
Shares
9 transactions
Others Institutions Holding OACP
# of Institutions
10Shares Held
11.6MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.6MShares$126 Million1.84% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.38MShares$53.5 Million20.78% of portfolio
-
Cambridge Investment Research Advisors, Inc.104KShares$2.34 Million0.01% of portfolio
-
Rfg Advisory, LLC Birmingham, AL83.4KShares$1.88 Million0.07% of portfolio
-
Patron Partners, LLC73.8KShares$1.66 Million1.06% of portfolio