Meriwether Wealth & Planning, LLC Unified Ser Tr Oneascent Large Transaction History
Meriwether Wealth & Planning, LLC
- $177 Billion
- Q4 2025
A detailed history of Meriwether Wealth & Planning, LLC transactions in Unified Ser Tr Oneascent Large stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 17,386 shares of OALC stock, worth $0. This represents 0.35% of its overall portfolio holdings.
Number of Shares
17,386
Previous 19,743
11.94%
Holding current value
$0
Previous $687 Million
10.31%
% of portfolio
0.35%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding OALC
# of Institutions
27Shares Held
3.9MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL1.25MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL1.07MShares$00.0% of portfolio
-
Atria Investments LLC Charlotte, NC763KShares$00.0% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL131KShares$00.0% of portfolio
-
Patron Partners, LLC119KShares$00.0% of portfolio