True Wealth Advisors, LLC Unified Ser Tr Oneascent Intl Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in Unified Ser Tr Oneascent Intl stock. As of the latest transaction made, True Wealth Advisors, LLC holds 17,961 shares of OAIM stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,961
Previous 17,836
0.7%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding OAIM
# of Institutions
30Shares Held
5.2MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.07MShares$04.52% of portfolio
-
Atria Investments LLC Charlotte, NC1.16MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL953KShares$013.8% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL210KShares$06.52% of portfolio
-
Creative One Wealth, LLC Overland Park, KS208KShares$00.0% of portfolio