OneAscent Wealth Management LLC ELCV Holdings History
OneAscent Wealth Management LLC's Eventide High Dividend ETF Holding Summary
As of 2025-03-31, OneAscent Wealth Management LLC held 239,136.00 shares of Eventide High Dividend ETF(ELCV), totaling $5.95 Mil. This investment constitutes 2.58% of their stock portfolio, and OneAscent Wealth Management LLC now holds -% of the outstanding Eventide High Dividend ETF(ELCV) stock.
The initial trade took place in 2024Q4. And since then OneAscent Wealth Management LLC has made 2 purchases of ELCV, at an average price of $25.66, for a total of 239,136.00 shares. Based on historical transaction data and ELCV's current price of $25.76, OneAscent Wealth Management LLC's estimated gain on his ELCV holdings is $22,987.27, reflecting a 0.37% gain to date.
OneAscent Wealth Management LLC ELCV ($25.76) Holding Chart
OneAscent Wealth Management LLC ELCV ($25.76) 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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