One Ascent Financial Services LLC Unified Ser Tr Oneascent Large Transaction History
One Ascent Financial Services LLC
- $1.53 Billion
- Q1 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 2,149,278 shares of OALC stock, worth $0. This represents 4.01% of its overall portfolio holdings.
Number of Shares
2,149,278
Previous 2,128,265
0.99%
Holding current value
$0
Previous $63.3 Million
2.78%
% of portfolio
4.01%
Previous 5.38%
Shares
12 transactions
Others Institutions Holding OALC
# of Institutions
19Shares Held
4.62MCall Options Held
0Put Options Held
0-
One Ascent Wealth Management LLC Birmingham, AL980KShares$012.13% of portfolio
-
Atria Investments LLC Charlotte, NC834KShares$00.0% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL124KShares$03.3% of portfolio
-
Patron Partners, LLC118KShares$00.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.95.4KShares$00.01% of portfolio