Patron Partners, LLC Unified Ser Tr Oneascent Core Call Options Transaction History
Patron Partners, LLC
- $159 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding OACP
# of Institutions
10Shares Held
11.6MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.6MShares$127 Million1.84% of portfolio
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One Ascent Financial Services LLC Birmingham, AL3.36MShares$76.2 Million8.47% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL2.38MShares$53.8 Million20.78% of portfolio
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Cambridge Investment Research Advisors, Inc.104KShares$2.35 Million0.01% of portfolio
-
Rfg Advisory, LLC Birmingham, AL83.4KShares$1.89 Million0.07% of portfolio