OneAscent Wealth Management LLC OAIM Holdings History
OneAscent Wealth Management LLC's OneAscent International Equity ETF Holding Summary
As of 2025-03-31, OneAscent Wealth Management LLC held 952,921.00 shares of OneAscent International Equity ETF(OAIM), totaling $31.85 Mil. This investment constitutes 13.8% of their stock portfolio, and OneAscent Wealth Management LLC now holds 17.23% of the outstanding OneAscent International Equity ETF(OAIM) stock.
The initial trade took place in 2022Q3. And since then OneAscent Wealth Management LLC has made 6 purchases of OAIM, at an average price of $26.41, for a total of 1.60 Mil shares. In addition, there have been 5 sales at an average price of $30.60 for 643,354.00 shares. Based on historical transaction data and OAIM's current price of $38.26, OneAscent Wealth Management LLC's estimated gain on his OAIM holdings is $13.99 Mil, reflecting a 33.17% gain to date.
OneAscent Wealth Management LLC OAIM ($38.26) Holding Chart
OneAscent Wealth Management LLC OAIM ($38.26) 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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