True Wealth Advisors, LLC Unified Ser Tr Oneascent Large Call Options Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding OALC
# of Institutions
13Shares Held
3.73MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC2.27MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL1.04MShares$011.51% of portfolio
-
Cambridge Investment Research Advisors, Inc.101KShares$00.01% of portfolio
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Patron Partners, LLC86.1KShares$00.0% of portfolio
-
Dynamic Advisor Solutions LLC54.4KShares$00.0% of portfolio