OneAscent Wealth Management LLC GBDC Holdings History
OneAscent Wealth Management LLC's Golub Capital BDC Inc Holding Summary
As of 2025-03-31, OneAscent Wealth Management LLC held 398,483.00 shares of Golub Capital BDC Inc(GBDC), totaling $6.03 Mil. This investment constitutes 2.61% of their stock portfolio, and OneAscent Wealth Management LLC now holds 0.15% of the outstanding Golub Capital BDC Inc(GBDC) stock.
The initial trade took place in 2024Q4. And since then OneAscent Wealth Management LLC has made 1 purchases of GBDC, at an average price of $15.27, for a total of 421,857.00 shares. In addition, there have been 1 sales at an average price of $15.35 for 23,374.00 shares. Based on historical transaction data and GBDC's current price of $15.20, OneAscent Wealth Management LLC's estimated gain on his GBDC holdings is $-26,023.89, reflecting a -0.40% gain to date.
OneAscent Wealth Management LLC GBDC ($15.20) Holding Chart
OneAscent Wealth Management LLC GBDC ($15.20) 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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