True Wealth Advisors, LLC Unified Ser Tr Oneascent Large Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Unified Ser Tr Oneascent Large stock. As of the latest transaction made, True Wealth Advisors, LLC holds 62,733 shares of OALC stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

62,733

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	N/A	62,733 New	62,733 $0

Others Institutions Holding OALC

# of Institutions

Shares Held

3.73M

Call Options Held

Put Options Held

Atria Investments LLC Charlotte, NC

2.27M
Shares

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

1.04M
Shares

$0
11.51% of portfolio
Cambridge Investment Research Advisors, Inc.

101K
Shares

$0
0.01% of portfolio
Patron Partners, LLC

86.1K
Shares

$0
0.0% of portfolio
Dynamic Advisor Solutions LLC

54.4K
Shares

$0
0.0% of portfolio

View Full List

About UNIFIED SER TR ONEASCENT LARGE

Ticker OALC

More about OALC

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True Wealth Advisors, LLC Unified Ser Tr Oneascent Large Transaction History