Unified Ser Tr Oneascent Large OALC
Institutional shares held
4.61 Million
0
calls
0
puts
Total value of holdings
$0
$0
calls
$0
puts
Market Cap
N/A
Institutional ownership
N/A
# of Institutions
21
We take great care to ensure that the data presented and summarized in this overview for UNIFIED SER TR ONEASCENT LARGE 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 OALC
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One Ascent Financial Services LLC Birmingham, AL2.15MShares$04.01% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL980KShares$012.13% of portfolio
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Atria Investments LLC Charlotte, NC834KShares$00.0% of portfolio
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One Ascent Family Office, LLC Birmingham, AL124KShares$03.3% of portfolio
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Patron Partners, LLC118KShares$00.0% of portfolio
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Cambridge Investment Research Advisors, Inc.95.4KShares$00.01% of portfolio
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True Wealth Advisors, LLC87.5KShares$00.0% of portfolio
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Rfg Advisory, LLC Birmingham, AL69.6KShares$00.0% of portfolio
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Dynamic Advisor Solutions LLC27.9KShares$00.0% of portfolio
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Meriwether Wealth & Planning, LLC Minden, LA25.1KShares$00.47% of portfolio
Latest Institutional Activity in OALC
Top Purchases
Top Sells
About OALC
Insider Transactions at OALC
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
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Last 12 Months Summary
Buy / Acquisition
0
Shares
From
0
Insiders
Sell / Disposition
0
Shares
From
0
Insiders