One Ascent Wealth Management LLC Unified Ser Tr Oneascent Emerg 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 |
|---|
Others Institutions Holding OAEM
# of Institutions
24Shares Held
1.63MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL627KShares$01.18% of portfolio
-
Atria Investments LLC Charlotte, NC248KShares$00.0% of portfolio
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Frontier Asset Management, LLC Sheridan, WY96.7KShares$00.0% of portfolio
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One Ascent Family Office, LLC Birmingham, AL65.6KShares$02.01% of portfolio
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Envestnet Asset Management Inc33KShares$00.0% of portfolio