Security Financial Services, Inc. Unified Ser Tr Oneascent Core Transaction History
Security Financial Services, Inc.
- $565 Million
- Q4 2025
A detailed history of Security Financial Services, Inc. transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Security Financial Services, Inc. holds 24,976 shares of OACP stock, worth $575,946. This represents 0.1% of its overall portfolio holdings.
Number of Shares
24,976
Previous 19,866
25.72%
Holding current value
$575,946
Previous $458,000
25.55%
% of portfolio
0.1%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding OACP
# of Institutions
24Shares Held
7.86MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.92MShares$67.3 Million11.56% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.31MShares$53.2 Million30.06% of portfolio
-
Atria Investments LLC Charlotte, NC1.44MShares$33.2 Million0.41% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL374KShares$8.62 Million8.85% of portfolio
-
Patron Partners, LLC126KShares$2.9 Million1.38% of portfolio