OneAscent Wealth Management LLC Has $30.31 Million Stake in OneAscent Large Cap Core ETF (NYSEARCA:OALC)

OneAscent Wealth Management LLC decreased its position in shares of OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 2.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,036,449 shares of the company’s stock after selling 25,094 shares during the quarter. OneAscent Large Cap Core ETF accounts for 11.5% of OneAscent Wealth Management LLC’s portfolio, making the stock its 2nd largest position. OneAscent Wealth Management LLC owned about 26.58% of OneAscent Large Cap Core ETF worth $30,308,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. RFG Advisory LLC lifted its stake in OneAscent Large Cap Core ETF by 3.9% during the 2nd quarter. RFG Advisory LLC now owns 50,828 shares of the company’s stock valued at $1,420,000 after acquiring an additional 1,899 shares during the period. TrueWealth Advisors LLC bought a new position in OneAscent Large Cap Core ETF during the third quarter valued at approximately $1,834,000. Patron Partners LLC boosted its holdings in OneAscent Large Cap Core ETF by 16.5% in the second quarter. Patron Partners LLC now owns 83,249 shares of the company’s stock worth $2,325,000 after purchasing an additional 11,782 shares during the last quarter. Cambridge Investment Research Advisors Inc. grew its position in OneAscent Large Cap Core ETF by 2.7% in the 2nd quarter. Cambridge Investment Research Advisors Inc. now owns 108,870 shares of the company’s stock worth $3,041,000 after purchasing an additional 2,830 shares during the period. Finally, Dynamic Advisor Solutions LLC purchased a new stake in OneAscent Large Cap Core ETF during the 2nd quarter valued at $1,197,000.

OneAscent Large Cap Core ETF Stock Performance

Shares of OALC stock traded down $0.37 on Monday, reaching $30.03. The stock had a trading volume of 23,300 shares, compared to its average volume of 25,597. OneAscent Large Cap Core ETF has a 1 year low of $23.42 and a 1 year high of $31.07. The stock has a market cap of $117.12 million, a P/E ratio of 24.77 and a beta of 0.93. The company has a 50 day simple moving average of $29.41 and a 200 day simple moving average of $28.31.

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.