Number of Shares
3,435.00
Current Holdings Value*
$1.19 Mil
% of Portfolio
1.41%
Total Estimate Gain
$-12,846.90
% of Total Estimate Gain
-1.18%

OneAscent Investment Solutions LLC's Arthur J. Gallagher & Co Holding Summary

As of 2025-03-31, OneAscent Investment Solutions LLC held 3,435.00 shares of Arthur J. Gallagher & Co(AJG), totaling $1.19 Mil. This investment constitutes 1.41% of their stock portfolio, and OneAscent Investment Solutions LLC now holds 0% of the outstanding Arthur J. Gallagher & Co(AJG) stock.

The initial trade took place in 2025Q1. Based on historical transaction data and AJG's current price of $312.13, OneAscent Investment Solutions LLC's estimated gain on his AJG holdings is $-12,846.90, reflecting a -1.18% gain to date.

OneAscent Investment Solutions LLC AJG ($312.13) Holding Chart

OneAscent Investment Solutions LLC AJG ($312.13) 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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