One Ascent Wealth Management LLC Unified Ser Tr Oneascent Emerg 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 Emerg stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 430,433 shares of OAEM stock, worth $0. This represents 4.95% of its overall portfolio holdings.
Number of Shares
430,433
Previous 666,601
35.43%
Holding current value
$0
Previous $19.8 Million
34.96%
% of portfolio
4.95%
Previous 7.92%
Shares
7 transactions
Others Institutions Holding OAEM
# of Institutions
21Shares Held
2.54MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC1.01MShares$00.0% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL681KShares$02.25% of portfolio
-
Frontier Asset Management, LLC Sheridan, WY144KShares$00.0% of portfolio
-
Jane Street Group, LLC New York, NY74.7KShares$00.0% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA44.3KShares$00.0% of portfolio