One Ascent Wealth Management LLC Unified Ser Tr Oneascent Large Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
A detailed history of One Ascent Wealth Management LLC transactions in Unified Ser Tr Oneascent Large stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 1,073,108 shares of OALC stock, worth $0. This represents 13.11% of its overall portfolio holdings.
Number of Shares
1,073,108
Previous 1,036,449
3.54%
Holding current value
$0
Previous $30.3 Million
4.91%
% of portfolio
13.11%
Previous 11.51%
Shares
12 transactions
Others Institutions Holding OALC
# of Institutions
17Shares Held
6.1MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC2.37MShares$00.0% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL2.13MShares$05.38% of portfolio
-
Patron Partners, LLC107KShares$00.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.99.8KShares$00.01% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL76KShares$04.09% of portfolio