OneAscent Wealth Management LLC Cuts Position in OneAscent Large Cap Core ETF (NYSEARCA:OALC)

OneAscent Wealth Management LLC lessened its position in OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 2.4% in the 3rd quarter, Holdings Channel.com reports. The fund owned 1,036,449 shares of the company’s stock after selling 25,094 shares during the period. OneAscent Large Cap Core ETF comprises 11.5% of OneAscent Wealth Management LLC’s investment portfolio, making the stock its 2nd largest holding. OneAscent Wealth Management LLC owned approximately 0.27% of OneAscent Large Cap Core ETF worth $30,308,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. RFG Advisory LLC grew its position in OneAscent Large Cap Core ETF by 3.9% in 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 last quarter. Cambridge Investment Research Advisors Inc. boosted its stake in shares of OneAscent Large Cap Core ETF by 2.7% during the second quarter. Cambridge Investment Research Advisors Inc. now owns 108,870 shares of the company’s stock valued at $3,041,000 after purchasing an additional 2,830 shares during the period. Patron Partners LLC grew its holdings in shares of OneAscent Large Cap Core ETF by 3.5% in the third quarter. Patron Partners LLC now owns 86,125 shares of the company’s stock worth $2,518,000 after purchasing an additional 2,876 shares during the last quarter. Dynamic Advisor Solutions LLC increased its stake in OneAscent Large Cap Core ETF by 26.8% in the 3rd quarter. Dynamic Advisor Solutions LLC now owns 54,354 shares of the company’s stock worth $1,589,000 after buying an additional 11,488 shares during the period. Finally, TrueWealth Advisors LLC bought a new stake in OneAscent Large Cap Core ETF during the 3rd quarter valued at about $1,834,000.

OneAscent Large Cap Core ETF Price Performance

OALC stock traded down $0.37 during mid-day trading on Monday, reaching $30.03. The company had a trading volume of 23,300 shares, compared to its average volume of 25,597. The company has a market capitalization of $117.12 million, a PE ratio of 24.77 and a beta of 0.93. The firm has a 50 day moving average of $29.41 and a 200 day moving average of $28.31. OneAscent Large Cap Core ETF has a 12 month low of $23.42 and a 12 month high of $31.07.

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.