Ifp Advisors, Inc Unified Ser Tr Oneascent Core Transaction History
Ifp Advisors, Inc
- $3.59 Billion
- Q3 2025
A detailed history of Ifp Advisors, Inc transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Ifp Advisors, Inc holds 33,633 shares of OACP stock, worth $775,576. This represents 0.02% of its overall portfolio holdings.
Number of Shares
33,633
Previous 32,573
3.25%
Holding current value
$775,576
Previous $742,000
4.45%
% of portfolio
0.02%
Previous 0.02%
Shares
5 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