One Ascent Financial Services LLC Unified Ser Tr Oneascent Large Call Options Transaction History
One Ascent Financial Services LLC
- $1.53 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding OALC
# of Institutions
21Shares Held
4.6MCall Options Held
0Put Options Held
0-
One Ascent Wealth Management LLC Birmingham, AL980KShares$012.13% of portfolio
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Atria Investments LLC Charlotte, NC834KShares$00.0% of portfolio
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One Ascent Family Office, LLC Birmingham, AL124KShares$03.3% of portfolio
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Patron Partners, LLC116KShares$00.0% of portfolio
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Cambridge Investment Research Advisors, Inc.95.4KShares$00.01% of portfolio