Meriwether Wealth & Planning, LLC Unified Ser Tr Oneascent Core Transaction History
Meriwether Wealth & Planning, LLC
- $140 Billion
- Q4 2024
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 71,205 shares of OACP stock, worth $1.6 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
71,205Holding current value
$1.6 Million% of portfolio
1.14%Shares
1 transactions
Others Institutions Holding OACP
# of Institutions
15Shares Held
12.2MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.39MShares$121 Million1.62% of portfolio
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One Ascent Financial Services LLC Birmingham, AL3.76MShares$84.5 Million7.21% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL2.3MShares$51.6 Million21.33% of portfolio
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One Ascent Family Office, LLC Birmingham, AL319KShares$7.17 Million13.03% of portfolio
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Patron Partners, LLC114KShares$2.55 Million1.45% of portfolio