One Ascent Financial Services LLC Unified Ser Tr Oneascent Large 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 Large stock. As of the latest transaction made, One Ascent Financial Services LLC holds 2,081,255 shares of OALC stock, worth $0. This represents 6.29% of its overall portfolio holdings.
Number of Shares
2,081,255
Previous 1,353,750
53.74%
Holding current value
$0
Previous $33.9 Million
67.96%
% of portfolio
6.29%
Previous 4.21%
Shares
9 transactions
Others Institutions Holding OALC
# of Institutions
9Shares Held
5.95MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC2.45MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL1.12MShares$011.73% of portfolio
-
Cambridge Investment Research Advisors, Inc.106KShares$00.01% of portfolio
-
Kestra Advisory Services, LLC76.7KShares$00.0% of portfolio
-
Patron Partners, LLC71.5KShares$00.0% of portfolio