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

One Ascent Wealth Management LLC

$177 Million
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

25

Shares Held

8.41M

Call Options Held

0

Put Options Held

0

One Ascent Financial Services LLC Birmingham, AL

2.92M
Shares

$67.2 Million
11.56% of portfolio
Atria Investments LLC Charlotte, NC

1.44M
Shares

$33.1 Million
0.41% of portfolio
One Ascent Family Office, LLC Birmingham, AL

374K
Shares

$8.61 Million
8.85% of portfolio
Patron Partners, LLC

126K
Shares

$2.89 Million
1.38% of portfolio
One Ascent Investment Solutions LLC Birmingham, AL

108K
Shares

$2.49 Million
2.89% of portfolio

About UNIFIED SER TR ONEASCENT CORE

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