Plan A Wealth LLC Unified Ser Tr Oneascent Intl Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Unified Ser Tr Oneascent Intl stock. As of the latest transaction made, Plan A Wealth LLC holds 587,880 shares of OAIM stock, worth $0. This represents 12.03% of its overall portfolio holdings.
Number of Shares
587,880
Previous 484,954
21.22%
Holding current value
$0
Previous $18.5 Billion
27.67%
% of portfolio
12.03%
Previous 10.5%
Shares
4 transactions
Others Institutions Holding OAIM
# of Institutions
42Shares Held
4.85MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL1.4MShares$00.0% of portfolio
-
Atria Investments LLC Charlotte, NC1.01MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL897KShares$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