Raymond James Financial Inc Unified Ser Tr Oneascent Core Transaction History

Raymond James Financial Inc

$280 Billion
Q2 2025

A detailed history of Raymond James Financial Inc transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Raymond James Financial Inc holds 785 shares of OACP stock, worth $18,149. This represents 0.0% of its overall portfolio holdings.

Number of Shares

785

Holding current value

$18,149

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$22.32 - $22.91 $17,521 - $17,984	785 New	785 $17,000

Others Institutions Holding OACP

# of Institutions

Shares Held

9.62M

Call Options Held

Put Options Held

One Ascent Financial Services LLC Birmingham, AL

4.21M
Shares

$97.3 Million
6.86% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.29M
Shares

$53 Million
19.25% of portfolio
Atria Investments LLC Charlotte, NC

2.06M
Shares

$47.6 Million
0.59% of portfolio
One Ascent Family Office, LLC Birmingham, AL

354K
Shares

$8.18 Million
7.62% of portfolio
Patron Partners, LLC

130K
Shares

$3 Million
1.54% of portfolio

View Full List

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 Raymond James Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Inc with notifications on news.

Account

Raymond James Financial Inc Unified Ser Tr Oneascent Core Transaction History