MWP
OALC icon

Meriwether Wealth & Planning’s OneAscent Large Cap Core ETF OALC Stock Holding History

Meriwether Wealth & Planning’s Portfolio OALC Stock Details OALC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$656K Sell
20,230
-4,858
-19% -$158K 0.41% 50
2025
Q1 		$717K Sell
25,088
-2,042
-8% -$58.4K 0.47% 49
2024
Q4 		$804K Buy
+27,130
New +$804K 0.57% 38