Meriwether Wealth & Planning, LLC Unified Ser Tr Oneascent Core Transaction History
Meriwether Wealth & Planning, LLC
- $160 Billion
- Q2 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 39,390 shares of OACP stock, worth $910,696. This represents 0.56% of its overall portfolio holdings.
Number of Shares
39,390
Previous 57,289
31.24%
Holding current value
$910,696
Previous $1.3 Billion
31.23%
% of portfolio
0.56%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding OACP
# of Institutions
21Shares Held
9.62MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL4.21MShares$97.3 Million6.86% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.29MShares$53 Million19.25% of portfolio
-
Atria Investments LLC Charlotte, NC2.06MShares$47.6 Million0.59% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL354KShares$8.18 Million7.62% of portfolio
-
Patron Partners, LLC130KShares$3 Million1.54% of portfolio