IFP Advisors Inc increased its stake in OneAscent Large Cap Core ETF (NYSEARCA:OALC – Free Report) by 273.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 49,344 shares of the company’s stock after acquiring an additional 36,133 shares during the period. IFP Advisors Inc owned approximately 0.74% of OneAscent Large Cap Core ETF worth $2,030,000 as of its most recent SEC filing.
Other large investors also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. lifted its stake in shares of OneAscent Large Cap Core ETF by 37.1% in the 2nd quarter. Envestnet Asset Management Inc. now owns 150,498 shares of the company’s stock valued at $6,175,000 after purchasing an additional 40,706 shares during the last quarter. TrueWealth Advisors LLC boosted its holdings in shares of OneAscent Large Cap Core ETF by 13.4% in the 2nd quarter. TrueWealth Advisors LLC now owns 132,384 shares of the company’s stock worth $5,432,000 after purchasing an additional 15,600 shares during the period. RFG Advisory LLC increased its position in shares of OneAscent Large Cap Core ETF by 1.4% during the 2nd quarter. RFG Advisory LLC now owns 85,155 shares of the company’s stock valued at $3,494,000 after purchasing an additional 1,161 shares during the last quarter. Finally, Kestra Advisory Services LLC increased its position in shares of OneAscent Large Cap Core ETF by 13.8% during the 1st quarter. Kestra Advisory Services LLC now owns 12,982 shares of the company’s stock valued at $445,000 after purchasing an additional 1,573 shares during the last quarter.
OneAscent Large Cap Core ETF Stock Performance
NYSEARCA:OALC opened at $41.50 on Thursday. The stock’s fifty day moving average is $41.56 and its 200 day moving average is $40.32. OneAscent Large Cap Core ETF has a fifty-two week low of $33.37 and a fifty-two week high of $42.69. The firm has a market capitalization of $278.05 million, a PE ratio of 25.77 and a beta of 0.95.
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.
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