Plan A Wealth LLC Unified Ser Tr Oneascent Large Transaction History

Plan A Wealth LLC

$197 Billion
Q3 2025

A detailed history of Plan A Wealth LLC transactions in Unified Ser Tr Oneascent Large stock. As of the latest transaction made, Plan A Wealth LLC holds 8,102 shares of OALC stock, worth $0. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,102

Holding current value

% of portfolio

0.14%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	SELL	N/A	-3,139 Reduced 27.92%	8,102 $282 Million
Q4 2024 Nov 06, 2025	BUY	N/A	11,241 New	11,241 $333 Million

Others Institutions Holding OALC

# of Institutions

Shares Held

3.89M

Call Options Held

Put Options Held

One Ascent Financial Services LLC Birmingham, AL

1.25M
Shares

$0
0.0% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

1.07M
Shares

$0
0.0% of portfolio
Atria Investments LLC Charlotte, NC

763K
Shares

$0
0.0% of portfolio
One Ascent Family Office, LLC Birmingham, AL

131K
Shares

$0
0.0% of portfolio
Patron Partners, LLC

119K
Shares

$0
0.0% of portfolio

View Full List

About UNIFIED SER TR ONEASCENT LARGE

Ticker OALC

More about OALC

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