One Ascent Financial Services LLC Unified Ser Tr Oneascent Large Transaction History
One Ascent Financial Services LLC
- $718 Million
- Q2 2024
A detailed history of One Ascent Financial Services LLC transactions in Unified Ser Tr Oneascent Large stock. As of the latest transaction made, One Ascent Financial Services LLC holds 2,112,350 shares of OALC stock, worth $0. This represents 8.21% of its overall portfolio holdings.
Number of Shares
2,112,350
Previous 2,081,255
1.49%
Holding current value
$0
Previous $56.9 Million
3.65%
% of portfolio
8.21%
Previous 6.29%
Shares
10 transactions
Others Institutions Holding OALC
# of Institutions
13Shares Held
6.05MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC2.39MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL1.06MShares$015.41% of portfolio
-
Cambridge Investment Research Advisors, Inc.101KShares$00.01% of portfolio
-
Patron Partners, LLC83.2KShares$00.0% of portfolio
-
True Wealth Advisors, LLC62.7KShares$00.0% of portfolio