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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$616K Sell
2025
Q3
$687K Sell
2025
Q2
$656K Sell
2025
Q1
$717K Sell
2024
Q4
$804K Buy