One Ascent Wealth Management LLC Unified Ser Tr Oneascent Large 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 Large stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 1,117,804 shares of OALC stock, worth $0. This represents 11.73% of its overall portfolio holdings.
Number of Shares
1,117,804
Previous 981,212
13.92%
Holding current value
$0
Previous $24.6 Million
24.45%
% of portfolio
11.73%
Previous 9.8%
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 Financial Services LLC Birmingham, AL2.08MShares$06.29% 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