One Ascent Family Office, LLC Unified Ser Tr Oneascent Core Put Options Transaction History

One Ascent Family Office, LLC

$55.1 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

14

Shares Held

12.2M

Call Options Held

0

Put Options Held

0

Atria Investments LLC Charlotte, NC

5.39M
Shares

$121 Million
1.62% of portfolio
One Ascent Financial Services LLC Birmingham, AL

3.76M
Shares

$84.5 Million
7.21% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.3M
Shares

$51.6 Million
21.33% of portfolio
Patron Partners, LLC

114K
Shares

$2.55 Million
1.45% of portfolio
Cambridge Investment Research Advisors, Inc.

95K
Shares

$2.13 Million
0.01% of portfolio

About UNIFIED SER TR ONEASCENT CORE

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