OneAscent Wealth Management LLC IBD Holdings History
OneAscent Wealth Management LLC's Inspire Corporate Bond ETF Holding Summary
As of 2025-03-31, OneAscent Wealth Management LLC held 319,564.00 shares of Inspire Corporate Bond ETF(IBD), totaling $7.59 Mil. This investment constitutes 3.29% of their stock portfolio, and OneAscent Wealth Management LLC now holds 1.97% of the outstanding Inspire Corporate Bond ETF(IBD) stock.
The initial trade took place in 2022Q3. And since then OneAscent Wealth Management LLC has made 3 purchases of IBD, at an average price of $23.58, for a total of 978,896.00 shares. In addition, there have been 3 sales at an average price of $23.20 for 659,332.00 shares. Based on historical transaction data and IBD's current price of $23.80, OneAscent Wealth Management LLC's estimated gain on his IBD holdings is $-182,732.78, reflecting a -0.79% gain to date.
OneAscent Wealth Management LLC IBD ($23.80) Holding Chart
OneAscent Wealth Management LLC IBD ($23.80) 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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