One Ascent Wealth Management LLC Unified Ser Tr Oneascent Core 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 Core stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 2,377,409 shares of OACP stock, worth $53.5 Million. This represents 20.78% of its overall portfolio holdings.
Number of Shares
2,377,409
Previous 2,213,218
7.42%
Holding current value
$53.5 Million
Previous $51 Million
6.19%
% of portfolio
20.78%
Previous 20.34%
Shares
9 transactions
Others Institutions Holding OACP
# of Institutions
10Shares Held
11.6MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.6MShares$126 Million1.84% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL3.36MShares$75.7 Million8.47% of portfolio
-
Cambridge Investment Research Advisors, Inc.104KShares$2.34 Million0.01% of portfolio
-
Rfg Advisory, LLC Birmingham, AL83.4KShares$1.88 Million0.07% of portfolio
-
Patron Partners, LLC73.8KShares$1.66 Million1.06% of portfolio