Meriwether Wealth & Planning, LLC Unified Ser Tr Oneascent Core Transaction History
Meriwether Wealth & Planning, LLC
- $153 Billion
- Q1 2025
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 57,289 shares of OACP stock, worth $1.29 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
57,289
Previous 71,205
19.54%
Holding current value
$1.29 Million
Previous $1.6 Billion
18.49%
% of portfolio
0.85%
Previous 1.14%
Shares
2 transactions
Others Institutions Holding OACP
# of Institutions
18Shares Held
8.5MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL3.52MShares$79 Million5.23% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.22MShares$49.9 Million21.94% of portfolio
-
Atria Investments LLC Charlotte, NC1.67MShares$37.6 Million0.52% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL358KShares$8.04 Million7.59% of portfolio
-
Patron Partners, LLC129KShares$2.9 Million1.66% of portfolio