One Ascent Wealth Management LLC Unified Ser Tr Oneascent Large Put Options Transaction History
One Ascent Wealth Management LLC
- $231 Million
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
Others Institutions Holding OALC
# of Institutions
21Shares Held
4.61MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.15MShares$04.01% of portfolio
-
Atria Investments LLC Charlotte, NC834KShares$00.0% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL124KShares$03.3% of portfolio
-
Patron Partners, LLC118KShares$00.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.95.4KShares$00.01% of portfolio