Meriwether Wealth & Planning LLC Acquires New Holdings in OneAscent Large Cap Core ETF (NYSEARCA:OALC)

Meriwether Wealth & Planning LLC acquired a new stake in OneAscent Large Cap Core ETF (NYSEARCA:OALC) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 27,130 shares of the company’s stock, valued at approximately $804,000. Meriwether Wealth & Planning LLC owned 0.70% of OneAscent Large Cap Core ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of OALC. Atria Investments Inc boosted its holdings in OneAscent Large Cap Core ETF by 4.8% in the fourth quarter. Atria Investments Inc now owns 2,374,936 shares of the company’s stock valued at $70,369,000 after purchasing an additional 107,872 shares in the last quarter. Patron Partners LLC raised its stake in shares of OneAscent Large Cap Core ETF by 24.6% during the fourth quarter. Patron Partners LLC now owns 107,340 shares of the company’s stock worth $3,180,000 after purchasing an additional 21,215 shares during the last quarter. TrueWealth Advisors LLC raised its stake in shares of OneAscent Large Cap Core ETF by 20.5% during 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. RFG Advisory LLC raised its position in OneAscent Large Cap Core ETF by 2.0% in the fourth quarter. RFG Advisory LLC now owns 52,588 shares of the company’s stock worth $1,558,000 after acquiring an additional 1,019 shares in the last quarter. Finally, IFP Advisors Inc raised its position in OneAscent Large Cap Core ETF by 168.2% in the fourth quarter. IFP Advisors Inc now owns 3,071 shares of the company’s stock worth $91,000 after acquiring an additional 1,926 shares in the last quarter.

OneAscent Large Cap Core ETF Stock Up 0.7 %

Shares of OALC stock opened at $29.32 on Monday. OneAscent Large Cap Core ETF has a fifty-two week low of $25.68 and a fifty-two week high of $31.27. The stock has a market cap of $121.68 million, a P/E ratio of 25.19 and a beta of 0.92. The business has a fifty day simple moving average of $30.30 and a 200-day simple moving average of $29.88.

About OneAscent Large Cap Core ETF

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.