One Ascent Wealth Management LLC Unified Ser Tr Oneascent Core Call Options Transaction History

One Ascent Wealth Management LLC

$271 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

21

Shares Held

9.62M

Call Options Held

0

Put Options Held

0

One Ascent Financial Services LLC Birmingham, AL

4.21M
Shares

$97.3 Million
6.86% of portfolio
Atria Investments LLC Charlotte, NC

2.06M
Shares

$47.6 Million
0.59% of portfolio
One Ascent Family Office, LLC Birmingham, AL

354K
Shares

$8.18 Million
7.62% of portfolio
Patron Partners, LLC

130K
Shares

$3 Million
1.54% of portfolio
One Ascent Investment Solutions LLC Birmingham, AL

119K
Shares

$2.75 Million
2.89% of portfolio

About UNIFIED SER TR ONEASCENT CORE

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