TrueWealth Advisors LLC Grows Stock Holdings in OneAscent Large Cap Core ETF (NYSEARCA:OALC)

TrueWealth Advisors LLC boosted its holdings in OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 20.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 75,615 shares of the company’s stock after buying an additional 12,882 shares during the period. OneAscent Large Cap Core ETF accounts for approximately 0.7% of TrueWealth Advisors LLC’s holdings, making the stock its 28th biggest position. TrueWealth Advisors LLC owned about 1.94% of OneAscent Large Cap Core ETF worth $2,240,000 at the end of the most recent quarter.

Separately, Patron Partners LLC grew its holdings in OneAscent Large Cap Core ETF by 3.5% during the 3rd quarter. Patron Partners LLC now owns 86,125 shares of the company’s stock valued at $2,518,000 after buying an additional 2,876 shares in the last quarter.

OneAscent Large Cap Core ETF Price Performance

OneAscent Large Cap Core ETF stock opened at $30.54 on Friday. The firm’s 50 day moving average price is $30.37 and its 200-day moving average price is $29.24. OneAscent Large Cap Core ETF has a 1 year low of $25.06 and a 1 year high of $31.11. The stock has a market cap of $119.11 million, a P/E ratio of 24.77 and a beta of 0.93.

OneAscent Large Cap Core ETF Company Profile

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.