One Ascent Investment Solutions LLC Unified Ser Tr Oneascent Intl Transaction History
One Ascent Investment Solutions LLC
- $93.7 Million
 - Q2 2025
 
A detailed history of One Ascent Investment Solutions LLC transactions in Unified Ser Tr Oneascent Intl stock. As of the latest transaction made, One Ascent Investment Solutions LLC holds 74,917 shares of OAIM stock, worth $0. This represents 3.05% of its overall portfolio holdings.
Number of Shares
74,917
              Previous 73,697
              
        
           1.66%
        
      
          
        Holding current value
$0
            Previous $2.46 Million
            
        
           16.16%
        
      
          
        % of portfolio
3.05%
            Previous 2.92%
          
        Shares
	  2 transactions
	
  Others Institutions Holding OAIM
# of Institutions
42Shares Held
4.82MCall Options Held
0Put Options Held
0- 
    
      One Ascent Financial Services LLC Birmingham, AL1.4MShares$00.0% of portfolio
 - 
    
      Atria Investments LLC Charlotte, NC1.14MShares$00.0% of portfolio
 - 
    
      One Ascent Wealth Management LLC Birmingham, AL897KShares$00.0% of portfolio
 - 
    
      One Ascent Family Office, LLC Birmingham, AL223KShares$00.0% of portfolio
 - 
    
      Creative One Wealth, LLC Overland Park, KS214KShares$00.0% of portfolio