OneAscent Financial Services LLC OALC Holdings History
OneAscent Financial Services LLC's OneAscent Large Cap Core ETF Holding Summary
As of 2025-03-31, OneAscent Financial Services LLC held 2.15 Mil shares of OneAscent Large Cap Core ETF(OALC), totaling $61.53 Mil. This investment constitutes 4.01% of their stock portfolio, and OneAscent Financial Services LLC now holds 47.97% of the outstanding OneAscent Large Cap Core ETF(OALC) stock.
The initial trade took place in 2022Q1. And since then OneAscent Financial Services LLC has made 10 purchases of OALC, at an average price of $26.67, for a total of 4.76 Mil shares. In addition, there have been 3 sales at an average price of $26.92 for 2.61 Mil shares. Based on historical transaction data and OALC's current price of $32.68, OneAscent Financial Services LLC's estimated gain on his OALC holdings is $13.59 Mil, reflecting a 10.70% gain to date.
OneAscent Financial Services LLC OALC ($32.68) Holding Chart
OneAscent Financial Services LLC 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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