First Heartland Consultants, Inc. Unified Ser Tr Oneascent Core Transaction History
First Heartland Consultants, Inc.
- $1.11 Billion
- Q3 2025
A detailed history of First Heartland Consultants, Inc. transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 62,719 shares of OACP stock, worth $1.45 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
62,719
Previous 59,708
5.04%
Holding current value
$1.45 Million
Previous $1.36 Million
6.32%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding OACP
# of Institutions
23Shares Held
7.8MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.92MShares$67.3 Million11.56% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.31MShares$53.2 Million30.06% of portfolio
-
Atria Investments LLC Charlotte, NC1.44MShares$33.2 Million0.41% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL374KShares$8.62 Million8.85% of portfolio
-
Patron Partners, LLC126KShares$2.9 Million1.38% of portfolio