Lpl Financial LLC Unified Ser Tr Oneascent Core Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Lpl Financial LLC holds 10,441 shares of OACP stock, worth $237,219. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,441

Holding current value

$237,219

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$22.48 - $23.46 $234,713 - $244,945	10,441 New	10,441 $234,000

Others Institutions Holding OACP

# of Institutions

Shares Held

12.3M

Call Options Held

Put Options Held

Atria Investments LLC Charlotte, NC

5.39M
Shares

$122 Million
1.62% of portfolio
One Ascent Financial Services LLC Birmingham, AL

3.76M
Shares

$85.5 Million
7.21% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.3M
Shares

$52.3 Million
21.33% of portfolio
One Ascent Family Office, LLC Birmingham, AL

319K
Shares

$7.25 Million
13.03% of portfolio
Patron Partners, LLC

114K
Shares

$2.58 Million
1.45% of portfolio

View Full List

About UNIFIED SER TR ONEASCENT CORE

Ticker OACP
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