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 $1.3 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
57,289
Previous 71,205
19.54%
Holding current value
$1.3 Million
Previous $1.6 Billion
18.49%
% of portfolio
0.85%
Previous 1.14%
Shares
2 transactions
Others Institutions Holding OACP
# of Institutions
17Shares Held
12.3MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.39MShares$123 Million1.62% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL3.76MShares$85.5 Million7.21% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.3MShares$52.3 Million21.33% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL319KShares$7.25 Million13.03% of portfolio
-
Patron Partners, LLC129KShares$2.94 Million1.66% of portfolio