Meriwether Wealth & Planning, LLC Unified Ser Tr Oneascent Core Transaction History
Meriwether Wealth & Planning, LLC
- $173 Billion
- Q3 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 39,403 shares of OACP stock, worth $908,633. This represents 0.53% of its overall portfolio holdings.
Number of Shares
39,403
Previous 39,390
0.03%
Holding current value
$908,633
Previous $898 Million
1.24%
% of portfolio
0.53%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding OACP
# of Institutions
23Shares Held
7.8MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.92MShares$67.3 Million11.56% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.31MShares$53.2 Million30.06% of portfolio
-
Atria Investments LLC Charlotte, NC1.44MShares$33.2 Million0.41% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL374KShares$8.62 Million8.85% of portfolio
-
Patron Partners, LLC126KShares$2.9 Million1.38% of portfolio