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 $896,122. This represents 0.56% of its overall portfolio holdings.
Number of Shares
39,390
Previous 57,289
31.24%
Holding current value
$896,122
Previous $1.3 Billion
31.23%
% of portfolio
0.56%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding OACP
# of Institutions
18Shares Held
8.48MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL3.52MShares$80 Million5.23% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.22MShares$50.5 Million21.94% of portfolio
-
Atria Investments LLC Charlotte, NC1.67MShares$38 Million0.52% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL358KShares$8.14 Million7.59% of portfolio
-
Patron Partners, LLC130KShares$2.95 Million1.54% of portfolio