Patron Partners, LLC Unified Ser Tr Oneascent Core Call Options Transaction History

Patron Partners, LLC

$192 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

21

Shares Held

9.62M

Call Options Held

0

Put Options Held

0

One Ascent Financial Services LLC Birmingham, AL

4.21M
Shares

$96.1 Million
6.86% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.29M
Shares

$52.4 Million
19.25% of portfolio
Atria Investments LLC Charlotte, NC

2.06M
Shares

$47 Million
0.59% of portfolio
One Ascent Family Office, LLC Birmingham, AL

354K
Shares

$8.08 Million
7.62% of portfolio
One Ascent Investment Solutions LLC Birmingham, AL

119K
Shares

$2.71 Million
2.89% of portfolio

About UNIFIED SER TR ONEASCENT CORE

Ticker OACP
Sector ETFs
Industry ETFs

More about OACP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patron Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patron Partners, LLC with notifications on news.