Values First Advisors, Inc. Unified Ser Tr Oneascent Large Call Options Transaction History
Values First Advisors, Inc.
- $179 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding OALC
# of Institutions
26Shares Held
4.01MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL1.25MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL1.07MShares$00.0% of portfolio
-
Atria Investments LLC Charlotte, NC926KShares$00.0% of portfolio
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One Ascent Family Office, LLC Birmingham, AL131KShares$00.0% of portfolio
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Patron Partners, LLC119KShares$00.0% of portfolio