Meriwether Wealth & Planning, LLC Unified Ser Tr Oneascent Core Call Options Transaction History

Meriwether Wealth & Planning, LLC

$140 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

16

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Atria Investments LLC Charlotte, NC

5.39M
Shares

$122 Million
1.62% of portfolio
One Ascent Financial Services LLC Birmingham, AL

3.76M
Shares

$85.2 Million
7.21% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.3M
Shares

$52.1 Million
21.33% of portfolio
One Ascent Family Office, LLC Birmingham, AL

319K
Shares

$7.23 Million
13.03% of portfolio
Patron Partners, LLC

114K
Shares

$2.57 Million
1.45% of portfolio

About UNIFIED SER TR ONEASCENT CORE

Ticker OACP
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