OneAscent Wealth Management LLC OALC Holdings History
OneAscent Wealth Management LLC's OneAscent Large Cap Core ETF Holding Summary
As of 2025-03-31, OneAscent Wealth Management LLC held 979,614.00 shares of OneAscent Large Cap Core ETF(OALC), totaling $27.99 Mil. This investment constitutes 12.13% of their stock portfolio, and OneAscent Wealth Management LLC now holds 21.87% of the outstanding OneAscent Large Cap Core ETF(OALC) stock.
The initial trade took place in 2022Q1. And since then OneAscent Wealth Management LLC has made 6 purchases of OALC, at an average price of $23.21, for a total of 1.78 Mil shares. In addition, there have been 7 sales at an average price of $23.11 for 796,151.00 shares. Based on historical transaction data and OALC's current price of $32.68, OneAscent Wealth Management LLC's estimated gain on his OALC holdings is $9.19 Mil, reflecting a 22.30% gain to date.
OneAscent Wealth Management LLC OALC ($32.68) Holding Chart
OneAscent Wealth Management LLC OALC ($32.68) 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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