RFG Advisory LLC Raises Position in OneAscent Large Cap Core ETF (NYSEARCA:OALC)

RFG Advisory LLC raised its holdings in shares of OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 2.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 52,588 shares of the company’s stock after buying an additional 1,019 shares during the quarter. RFG Advisory LLC owned about 1.35% of OneAscent Large Cap Core ETF worth $1,558,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. TrueWealth Advisors LLC increased its position in shares of OneAscent Large Cap Core ETF by 20.5% in the fourth quarter. TrueWealth Advisors LLC now owns 75,615 shares of the company’s stock worth $2,240,000 after purchasing an additional 12,882 shares during the last quarter. Patron Partners LLC increased its holdings in shares of OneAscent Large Cap Core ETF by 3.5% in the 3rd quarter. Patron Partners LLC now owns 86,125 shares of the company’s stock worth $2,518,000 after buying an additional 2,876 shares during the last quarter. Finally, Dynamic Advisor Solutions LLC raised its position in shares of OneAscent Large Cap Core ETF by 26.8% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 54,354 shares of the company’s stock valued at $1,589,000 after buying an additional 11,488 shares in the last quarter.

OneAscent Large Cap Core ETF Stock Performance

Shares of NYSEARCA:OALC opened at $31.14 on Friday. OneAscent Large Cap Core ETF has a 52-week low of $25.52 and a 52-week high of $31.27. The firm has a market capitalization of $121.45 million, a PE ratio of 24.77 and a beta of 0.93. The firm has a fifty day moving average of $30.42 and a 200 day moving average of $29.34.

OneAscent Large Cap Core ETF Profile

The OneAscent Large Cap Core ETF (OALC) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively-managed portfolio of US large-cap companies screened and selected for its value-based philosophy and fundamental evaluation. The fund seeks capital appreciation. OALC was launched on Nov 16, 2021 and is managed by Oneascent.