O'Connor Financial Group LLC Unified Ser Tr Oneascent Core Transaction History

O'Connor Financial Group LLC

$190 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 14, 2023	BUY	$22.45 - $23.42 $1.31 Million - $1.37 Million	58,386 New	58,386 $1.35 Billion

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

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