Ever Source Wealth Advisors, LLC Unified Ser Tr Oneascent Core Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$22.45 - $23.42 $38,569 - $40,235	1,718 New	1,718 $39,000

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
Dynamic Advisor Solutions LLC

92.6K
Shares

$2.09 Million
0.07% of portfolio
Patron Partners, LLC

91.9K
Shares

$2.07 Million
1.24% of portfolio

About UNIFIED SER TR ONEASCENT CORE

Ticker OACP
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