Meriwether Wealth & Planning, LLC Unified Ser Tr Oneascent Core Transaction History
Meriwether Wealth & Planning, LLC
- $140 Billion
- Q4 2024
A detailed history of Meriwether Wealth & Planning, LLC transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 71,205 shares of OACP stock, worth $1.61 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
71,205Holding current value
$1.61 Million% of portfolio
1.14%Shares
1 transactions
Others Institutions Holding OACP
# of Institutions
10Shares Held
8.11MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.39MShares$122 Million1.62% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL2.35MShares$53.2 Million20.92% of portfolio
-
Patron Partners, LLC114KShares$2.57 Million1.45% of portfolio
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Cambridge Investment Research Advisors, Inc.95KShares$2.15 Million0.01% of portfolio
-
Rfg Advisory, LLC Birmingham, AL82.7KShares$1.87 Million0.05% of portfolio