Lpl Financial LLC Unified Ser Tr Oneascent Intl Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in Unified Ser Tr Oneascent Intl stock. As of the latest transaction made, Lpl Financial LLC holds 6,458 shares of OAIM stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,458

Previous 5,893 9.59%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	N/A	565 Added 9.59%	6,458 $0
Q3 2024 Nov 08, 2024	BUY	N/A	5,893 New	5,893 $0

Others Institutions Holding OAIM

# of Institutions

Shares Held

5.93M

Call Options Held

Put Options Held

Atria Investments LLC Charlotte, NC

2.56M
Shares

$0
0.0% of portfolio
One Ascent Financial Services LLC Birmingham, AL

1.99M
Shares

$0
5.5% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

840K
Shares

$0
11.13% of portfolio
One Ascent Family Office, LLC Birmingham, AL

178K
Shares

$0
10.38% of portfolio
Valmark Advisers, Inc.

65.3K
Shares

$0
0.0% of portfolio

View Full List

About UNIFIED SER TR ONEASCENT INTL

Ticker OAIM

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Lpl Financial LLC Unified Ser Tr Oneascent Intl Transaction History