OneAscent Wealth Management LLC USB Holdings History

Number of Shares

N/A

% of Portfolio

Total Estimate Gain

$-68,722.83

% of Total Estimate Gain

-0.60%

OneAscent Wealth Management LLC's U.S. Bancorp Holding Summary

As of 2025-03-31, OneAscent Wealth Management LLC held - shares of U.S. Bancorp(USB), totaling N/A. This investment constitutes 0% of their stock portfolio, and OneAscent Wealth Management LLC now holds 0% of the outstanding U.S. Bancorp(USB) stock.

The initial trade took place in 2020Q4. And since then OneAscent Wealth Management LLC has made 6 purchases of USB, at an average price of $45.31, for a total of 253,633.00 shares. In addition, there have been 7 sales at an average price of $45.03 for 253,633.00 shares. Based on historical transaction data and USB's current price of $47.06, OneAscent Wealth Management LLC's estimated gain on his USB holdings is $-68,722.83, reflecting a -0.60% gain to date.

OneAscent Wealth Management LLC USB ($47.06) Holding Chart

OneAscent Wealth Management LLC USB ($47.06) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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