One Ascent Wealth Management LLC Unified Ser Tr Oneascent Core Call Options Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|---|---|---|---|---|
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding OACP
# of Institutions
14Shares Held
12.2MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.39MShares$121 Million1.62% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL3.76MShares$84.5 Million7.21% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL319KShares$7.17 Million13.03% of portfolio
-
Patron Partners, LLC114KShares$2.55 Million1.45% of portfolio
-
Cambridge Investment Research Advisors, Inc.95KShares$2.13 Million0.01% of portfolio