One Ascent Wealth Management LLC Unified Ser Tr Oneascent Intl Call Options Transaction History
One Ascent Wealth Management LLC
- $177 Million
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding OAIM
# of Institutions
42Shares Held
4.82MCall Options Held
0Put Options Held
0- 
    
      One Ascent Financial Services LLC Birmingham, AL1.4MShares$00.0% of portfolio
 - 
    
      Atria Investments LLC Charlotte, NC1.14MShares$00.0% of portfolio
 - 
    
      One Ascent Family Office, LLC Birmingham, AL223KShares$00.0% of portfolio
 - 
    
      Creative One Wealth, LLC Overland Park, KS214KShares$00.0% of portfolio
 - 
    
      Cambridge Investment Research Advisors, Inc.101KShares$00.01% of portfolio