OneAscent Wealth Management LLC OAEM Holdings History
OneAscent Wealth Management LLC's OneAscent Emerging Markets ETF Holding Summary
As of 2025-03-31, OneAscent Wealth Management LLC held 247,299.00 shares of OneAscent Emerging Markets ETF(OAEM), totaling $7.10 Mil. This investment constitutes 3.08% of their stock portfolio, and OneAscent Wealth Management LLC now holds 16.49% of the outstanding OneAscent Emerging Markets ETF(OAEM) stock.
The initial trade took place in 2022Q3. And since then OneAscent Wealth Management LLC has made 6 purchases of OAEM, at an average price of $27.10, for a total of 1.03 Mil shares. In addition, there have been 5 sales at an average price of $29.61 for 783,542.00 shares. Based on historical transaction data and OAEM's current price of $32.62, OneAscent Wealth Management LLC's estimated gain on his OAEM holdings is $3.34 Mil, reflecting a 11.94% gain to date.
OneAscent Wealth Management LLC OAEM ($32.62) Holding Chart
OneAscent Wealth Management LLC OAEM ($32.62) 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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