Security Details
| Security Name: | ONEASCENT SMALL CAP CORE ETF |
|---|---|
| Ticker: | OASC |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 90470L295 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.01B | - | 4 | - |
| 2024-09-30 | $0.01B | -28.0% | 4 | 0.0% |
| 2024-12-31 | $0.03B | +281.5% | 7 | +75.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| ONEASCENT FINANCIAL SERVICES LLC | $15.1M | 552K | 1.3% |
| ONEASCENT WEALTH MANAGEMENT LLC | $1.0M | 36K | 0.4% |
| ATRIA INVESTMENTS, INC | $8.4M | 308K | 0.1% |
| FIRST HEARTLAND CONSULTANTS, INC. | $0.6M | 20K | 0.1% |
| UBS GROUP AG | $0.0M | 0K | 0.0% |
| IFP ADVISORS, INC | $0.0M | 0K | 0.0% |
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