Dynamic Advisor Solutions LLC Unified Ser Tr Oneascent Core Put Options Transaction History

Dynamic Advisor Solutions LLC

$3.28 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

10

Shares Held

8.14M

Call Options Held

0

Put Options Held

0

Atria Investments LLC Charlotte, NC

5.36M
Shares

$121 Million
1.66% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.35M
Shares

$52.9 Million
20.92% of portfolio
Cambridge Investment Research Advisors, Inc.

95K
Shares

$2.14 Million
0.01% of portfolio
Patron Partners, LLC

91.9K
Shares

$2.07 Million
1.24% of portfolio
Rfg Advisory, LLC Birmingham, AL

79.1K
Shares

$1.78 Million
0.06% of portfolio

About UNIFIED SER TR ONEASCENT CORE

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