True Wealth Advisors, LLC Unified Ser Tr Oneascent Large Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
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 88,691 shares of OALC stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
88,691
Previous 87,526
1.33%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding OALC
# of Institutions
21Shares Held
4.6MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.15MShares$04.01% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL980KShares$012.13% of portfolio
-
Atria Investments LLC Charlotte, NC834KShares$00.0% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL124KShares$03.3% of portfolio
-
Patron Partners, LLC118KShares$00.0% of portfolio