One Ascent Wealth Management LLC Unified Ser Tr Oneascent Core Call Options Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding OACP
# of Institutions
10Shares Held
8.14MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.36MShares$122 Million1.66% of portfolio
-
Cambridge Investment Research Advisors, Inc.95KShares$2.16 Million0.01% of portfolio
-
Dynamic Advisor Solutions LLC92.6KShares$2.11 Million0.07% of portfolio
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Patron Partners, LLC91.9KShares$2.09 Million1.24% of portfolio
-
Rfg Advisory, LLC Birmingham, AL79.1KShares$1.8 Million0.06% of portfolio