One Ascent Wealth Management LLC Unified Ser Tr Oneascent Intl Transaction History
One Ascent Wealth Management LLC
- $261 Million
- Q1 2024
A detailed history of One Ascent Wealth Management LLC transactions in Unified Ser Tr Oneascent Intl stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 957,594 shares of OAIM stock, worth $0. This represents 11.81% of its overall portfolio holdings.
Number of Shares
957,594
Previous 894,881
7.01%
Holding current value
$0
Previous $27.7 Million
10.94%
% of portfolio
11.81%
Previous 11.07%
Shares
7 transactions
Others Institutions Holding OAIM
# of Institutions
15Shares Held
5.75MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC2.74MShares$00.0% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL1.59MShares$05.64% of portfolio
-
Kestra Advisory Services, LLC103KShares$00.0% of portfolio
-
Jane Street Group, LLC New York, NY77.8KShares$00.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il74.9KShares$00.0% of portfolio