One Ascent Financial Services LLC Unified Ser Tr Oneascent Intl Transaction History
One Ascent Financial Services LLC
- $1.18 Billion
- Q4 2024
A detailed history of One Ascent Financial Services LLC transactions in Unified Ser Tr Oneascent Intl stock. As of the latest transaction made, One Ascent Financial Services LLC holds 1,986,192 shares of OAIM stock, worth $0. This represents 5.5% of its overall portfolio holdings.
Number of Shares
1,986,192Holding current value
$0% of portfolio
5.5%Shares
9 transactions
Others Institutions Holding OAIM
# of Institutions
22Shares Held
5.93MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC2.56MShares$00.0% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL840KShares$011.13% of portfolio
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One Ascent Family Office, LLC Birmingham, AL178KShares$010.38% of portfolio
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Valmark Advisers, Inc.65.3KShares$00.0% of portfolio
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Cambridge Investment Research Advisors, Inc.61.5KShares$00.01% of portfolio