Meriwether Wealth & Planning, LLC Unified Ser Tr Oneascent Large Transaction History
Meriwether Wealth & Planning, LLC
- $160 Billion
- Q2 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 20,230 shares of OALC stock, worth $0. This represents 0.41% of its overall portfolio holdings.
Number of Shares
20,230
Previous 25,088
19.36%
Holding current value
$0
Previous $717 Million
8.43%
% of portfolio
0.41%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding OALC
# of Institutions
21Shares Held
4.6MCall 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