One Ascent Financial Services LLC Unified Ser Tr Oneascent Large Transaction History
One Ascent Financial Services LLC
- $1.4 Billion
- Q2 2025
A detailed history of One Ascent Financial Services LLC transactions in Unified Ser Tr Oneascent Large stock. As of the latest transaction made, One Ascent Financial Services LLC holds 2,273,667 shares of OALC stock, worth $0. This represents 5.26% of its overall portfolio holdings.
Number of Shares
2,273,667
Previous 2,149,278
5.79%
Holding current value
$0
Previous $61.5 Million
19.82%
% of portfolio
5.26%
Previous 4.01%
Shares
13 transactions
Others Institutions Holding OALC
# of Institutions
24Shares Held
4.89MCall Options Held
0Put Options Held
0-
One Ascent Wealth Management LLC Birmingham, AL980KShares$011.72% of portfolio
-
Atria Investments LLC Charlotte, NC926KShares$00.0% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL120KShares$03.69% of portfolio
-
Patron Partners, LLC116KShares$00.0% of portfolio
-
True Wealth Advisors, LLC88.7KShares$00.0% of portfolio