Rfg Advisory, LLC Unified Ser Tr Oneascent Core Call Options Transaction History
Rfg Advisory, LLC
- $2.98 Billion
- Q2 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
12Shares Held
11.5MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.42MShares$127 Million1.66% of portfolio
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One Ascent Financial Services LLC Birmingham, AL3.38MShares$79.3 Million10.63% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL2.26MShares$53.1 Million26.57% of portfolio
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Cambridge Investment Research Advisors, Inc.109KShares$2.56 Million0.01% of portfolio
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Dynamic Advisor Solutions LLC80.6KShares$1.89 Million0.06% of portfolio