One Ascent Investment Solutions LLC Unified Ser Tr Oneascent Large 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 Large stock. As of the latest transaction made, One Ascent Investment Solutions LLC holds 21,713 shares of OALC stock, worth $0. This represents 0.75% of its overall portfolio holdings.
Number of Shares
21,713
              Previous 17,072
              
        
           27.18%
        
      
          
        Holding current value
$0
            Previous $488,000
            
        
           44.47%
        
      
          
        % of portfolio
0.75%
            Previous 0.58%
          
        Shares
	  2 transactions
	
  Others Institutions Holding OALC
# of Institutions
26Shares Held
3.99MCall Options Held
0Put Options Held
0- 
    
      One Ascent Financial Services LLC Birmingham, AL1.25MShares$00.0% of portfolio
 - 
    
      One Ascent Wealth Management LLC Birmingham, AL1.07MShares$00.0% of portfolio
 - 
    
      Atria Investments LLC Charlotte, NC926KShares$00.0% of portfolio
 - 
    
      One Ascent Family Office, LLC Birmingham, AL131KShares$00.0% of portfolio
 - 
    
      Patron Partners, LLC119KShares$00.0% of portfolio