Defined Financial Planning LLC Unified Ser Tr Oneascent Core Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
A detailed history of Defined Financial Planning LLC transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Defined Financial Planning LLC holds 9,824 shares of OACP stock, worth $222,415. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,824Holding current value
$222,415% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding OACP
# of Institutions
16Shares Held
12.3MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.39MShares$122 Million1.62% of portfolio
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One Ascent Financial Services LLC Birmingham, AL3.76MShares$85.2 Million7.21% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL2.3MShares$52.1 Million21.33% of portfolio
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One Ascent Family Office, LLC Birmingham, AL319KShares$7.23 Million13.03% of portfolio
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Patron Partners, LLC114KShares$2.57 Million1.45% of portfolio