OneAscent Wealth Management LLC Has $31.80 Million Position in OneAscent Large Cap Core ETF (NYSEARCA:OALC)

OneAscent Wealth Management LLC boosted its stake in shares of OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 3.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,073,108 shares of the company’s stock after buying an additional 36,659 shares during the period. OneAscent Large Cap Core ETF accounts for about 13.1% of OneAscent Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest holding. OneAscent Wealth Management LLC owned approximately 27.52% of OneAscent Large Cap Core ETF worth $31,796,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. IFP Advisors Inc boosted its position in OneAscent Large Cap Core ETF by 168.2% during the fourth quarter. IFP Advisors Inc now owns 3,071 shares of the company’s stock valued at $91,000 after purchasing an additional 1,926 shares in the last quarter. RFG Advisory LLC lifted its position in shares of OneAscent Large Cap Core ETF by 2.0% during the fourth quarter. RFG Advisory LLC now owns 52,588 shares of the company’s stock valued at $1,558,000 after buying an additional 1,019 shares during the last quarter. Meriwether Wealth & Planning LLC bought a new stake in shares of OneAscent Large Cap Core ETF in the 4th quarter valued at about $804,000. Atria Investments Inc grew its position in shares of OneAscent Large Cap Core ETF by 4.8% in the 4th quarter. Atria Investments Inc now owns 2,374,936 shares of the company’s stock worth $70,369,000 after buying an additional 107,872 shares during the last quarter. Finally, Patron Partners LLC raised its stake in shares of OneAscent Large Cap Core ETF by 24.6% during the 4th quarter. Patron Partners LLC now owns 107,340 shares of the company’s stock worth $3,180,000 after acquiring an additional 21,215 shares in the last quarter.

OneAscent Large Cap Core ETF Stock Down 1.9 %

Shares of OALC opened at $28.46 on Friday. The company has a 50 day moving average of $29.98 and a two-hundred day moving average of $29.92. OneAscent Large Cap Core ETF has a twelve month low of $25.68 and a twelve month high of $31.27. The company has a market cap of $116.69 million, a price-to-earnings ratio of 25.10 and a beta of 0.92.

OneAscent Large Cap Core ETF Profile

The OneAscent Large Cap Core ETF (OALC) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively-managed portfolio of US large-cap companies screened and selected for its value-based philosophy and fundamental evaluation. The fund seeks capital appreciation. OALC was launched on Nov 16, 2021 and is managed by Oneascent.