True Wealth Advisors, LLC Unified Ser Tr Oneascent Large Transaction History
True Wealth Advisors, LLC
- $291 Million
- Q3 2025
A detailed history of True Wealth Advisors, LLC transactions in Unified Ser Tr Oneascent Large stock. As of the latest transaction made, True Wealth Advisors, LLC holds 99,936 shares of OALC stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99,936
Previous 88,691
12.68%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding OALC
# of Institutions
27Shares Held
3.89MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL1.25MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL1.07MShares$00.0% of portfolio
-
Atria Investments LLC Charlotte, NC763KShares$00.0% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL131KShares$00.0% of portfolio
-
Patron Partners, LLC119KShares$00.0% of portfolio