Number of Shares
834,447.00
Current Holdings Value*
$23.84 Mil
% of Portfolio
0.31%
Total Estimate Gain
$12.00 Mil
% of Total Estimate Gain
12.68%

Atria Investments, Inc's OneAscent Large Cap Core ETF Holding Summary

As of 2025-03-31, Atria Investments, Inc held 834,447.00 shares of OneAscent Large Cap Core ETF(OALC), totaling $23.84 Mil. This investment constitutes 0.31% of their stock portfolio, and Atria Investments, Inc now holds 18.63% of the outstanding OneAscent Large Cap Core ETF(OALC) stock.

The initial trade took place in 2021Q4. And since then Atria Investments, Inc has made 9 purchases of OALC, at an average price of $24.43, for a total of 3.87 Mil shares. In addition, there have been 5 sales at an average price of $26.12 for 3.04 Mil shares. Based on historical transaction data and OALC's current price of $32.68, Atria Investments, Inc's estimated gain on his OALC holdings is $12.00 Mil, reflecting a 12.68% gain to date.

Atria Investments, Inc OALC ($32.68) Holding Chart

Atria Investments, Inc OALC ($32.68) 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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