OneAscent Wealth Management LLC boosted its position in shares of OneAscent Large Cap Core ETF (NYSEARCA:OALC – Free Report) by 8.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,161,419 shares of the company’s stock after acquiring an additional 92,137 shares during the period. OneAscent Large Cap Core ETF accounts for 13.7% of OneAscent Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest holding. OneAscent Wealth Management LLC owned approximately 0.21% of OneAscent Large Cap Core ETF worth $41,172,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. OneAscent Financial Services LLC lifted its position in OneAscent Large Cap Core ETF by 103.3% during the 4th quarter. OneAscent Financial Services LLC now owns 2,545,390 shares of the company’s stock worth $90,234,000 after acquiring an additional 1,293,607 shares during the last quarter. TrueWealth Advisors LLC lifted its position in OneAscent Large Cap Core ETF by 15.2% during the 4th quarter. TrueWealth Advisors LLC now owns 115,171 shares of the company’s stock worth $4,083,000 after acquiring an additional 15,235 shares during the last quarter. RFG Advisory LLC lifted its position in OneAscent Large Cap Core ETF by 7.9% during the 4th quarter. RFG Advisory LLC now owns 77,680 shares of the company’s stock worth $2,754,000 after acquiring an additional 5,713 shares during the last quarter. First Heartland Consultants Inc. lifted its position in OneAscent Large Cap Core ETF by 0.8% during the 4th quarter. First Heartland Consultants Inc. now owns 65,955 shares of the company’s stock worth $2,338,000 after acquiring an additional 549 shares during the last quarter. Finally, Envestnet Asset Management Inc. lifted its position in OneAscent Large Cap Core ETF by 249.2% during the 3rd quarter. Envestnet Asset Management Inc. now owns 44,887 shares of the company’s stock worth $1,562,000 after acquiring an additional 32,033 shares during the last quarter.
OneAscent Large Cap Core ETF Price Performance
OneAscent Large Cap Core ETF stock opened at $39.77 on Friday. The firm has a market cap of $226.69 million, a price-to-earnings ratio of 25.77 and a beta of 0.95. OneAscent Large Cap Core ETF has a fifty-two week low of $30.97 and a fifty-two week high of $41.27. The firm has a fifty day moving average price of $38.10 and a two-hundred day moving average price of $36.49.
OneAscent Large Cap Core ETF Company 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.
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