OneAscent Financial Services LLC PTL Holdings History
OneAscent Financial Services LLC's Inspire 500 ETF Holding Summary
As of 2025-03-31, OneAscent Financial Services LLC held 241,789.00 shares of Inspire 500 ETF(PTL), totaling $49.84 Mil. This investment constitutes 3.25% of their stock portfolio, and OneAscent Financial Services LLC now holds 16.68% of the outstanding Inspire 500 ETF(PTL) stock.
The initial trade took place in 2024Q1. And since then OneAscent Financial Services LLC has made 4 purchases of PTL, at an average price of $209.12, for a total of 423,932.00 shares. In addition, there have been 1 sales at an average price of $204.30 for 182,143.00 shares. Based on historical transaction data and PTL's current price of $232.25, OneAscent Financial Services LLC's estimated gain on his PTL holdings is $4.72 Mil, reflecting a 5.32% gain to date.
OneAscent Financial Services LLC PTL ($232.25) Holding Chart
OneAscent Financial Services LLC PTL ($232.25) 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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