Atria Investments, Inc OACP Holdings History
Atria Investments, Inc's OneAscent Core Plus Bond ETF Holding Summary
As of 2025-03-31, Atria Investments, Inc held 1.67 Mil shares of OneAscent Core Plus Bond ETF(OACP), totaling $38.05 Mil. This investment constitutes 0.49% of their stock portfolio, and Atria Investments, Inc now holds 22.73% of the outstanding OneAscent Core Plus Bond ETF(OACP) stock.
The initial trade took place in 2022Q1. And since then Atria Investments, Inc has made 8 purchases of OACP, at an average price of $23.88, for a total of 5.87 Mil shares. In addition, there have been 5 sales at an average price of $22.68 for 4.20 Mil shares. Based on historical transaction data and OACP's current price of $22.63, Atria Investments, Inc's estimated gain on his OACP holdings is $-7.14 Mil, reflecting a -5.09% gain to date.
Atria Investments, Inc OACP ($22.63) Holding Chart
Atria Investments, Inc OACP ($22.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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