Rfg Advisory, LLC Unified Ser Tr Oneascent Core Call Options Transaction History
Rfg Advisory, LLC
- $3.18 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding OACP
# of Institutions
10Shares Held
8.14MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.36MShares$121 Million1.66% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL2.35MShares$52.9 Million20.92% of portfolio
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Cambridge Investment Research Advisors, Inc.95KShares$2.14 Million0.01% of portfolio
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Dynamic Advisor Solutions LLC92.6KShares$2.09 Million0.07% of portfolio
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Patron Partners, LLC91.9KShares$2.07 Million1.24% of portfolio