Unified Ser Tr Oneascent Core OACP
Institutional shares held
9.62 Million
0
calls
0
puts
Total value of holdings
$220M
$0
calls
$0
puts
# of Institutions
21
We take great care to ensure that the data presented and summarized in this overview for UNIFIED SER TR ONEASCENT CORE is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding OACP
View all-
One Ascent Financial Services LLC Birmingham, AL4.21MShares$96.1 Million6.86% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL2.29MShares$52.4 Million19.25% of portfolio
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Atria Investments LLC Charlotte, NC2.06MShares$47 Million0.59% of portfolio
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One Ascent Family Office, LLC Birmingham, AL354KShares$8.08 Million7.62% of portfolio
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Patron Partners, LLC130KShares$2.96 Million1.54% of portfolio
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One Ascent Investment Solutions LLC Birmingham, AL119KShares$2.71 Million2.89% of portfolio
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Rfg Advisory, LLC Birmingham, AL105KShares$2.4 Million0.09% of portfolio
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Cambridge Investment Research Advisors, Inc.86.8KShares$1.98 Million0.01% of portfolio
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First Heartland Consultants, Inc.59.7KShares$1.36 Million0.13% of portfolio
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Meriwether Wealth & Planning, LLC Minden, LA39.4KShares$899,2730.56% of portfolio