Meriwether Wealth & Planning, LLC Unified Ser Tr Oneascent Large Transaction History
Meriwether Wealth & Planning, LLC
- $153 Billion
- Q1 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 25,088 shares of OALC stock, worth $0. This represents 0.47% of its overall portfolio holdings.
Number of Shares
25,088
Previous 27,130
7.53%
Holding current value
$0
Previous $804 Million
10.82%
% of portfolio
0.47%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding OALC
# of Institutions
21Shares Held
4.61MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.15MShares$04.01% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL980KShares$012.13% of portfolio
-
Atria Investments LLC Charlotte, NC834KShares$00.0% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL124KShares$03.3% of portfolio
-
Patron Partners, LLC118KShares$00.0% of portfolio