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

True Wealth Advisors, LLC

  • $262 Million
  • Q4 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 75,615 shares of OALC stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
75,615
Previous 62,733 20.53%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
N/A
12,882 Added 20.53%
75,615 $0
Q3 2024

Oct 29, 2024
BUY
N/A
62,733 New
62,733 $0

Others Institutions Holding OALC

# of Institutions
12
Shares Held
3.71M
Call Options Held
0
Put Options Held
0
View Full List

About UNIFIED SER TR ONEASCENT LARGE

OALC Quotes by TradingView
  • Ticker OALC
More about OALC
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email