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Xp Inc cl a shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of Xp Inc cl a (XP) shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in Xp Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Xp Inc cl a held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xp Inc cl a by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $273k 11k 25.65
2023-12-31 $295k 11k 26.04
2023-09-30 $276k 12k 23.08

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Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

Top funds holding Xp Inc cl a

Dodge & Cox
General Atlantic
FMR
Mawer Investment Management
BlackRock
Harding Loevner
Squadra Investments - Gestao De Recursos
Sands Capital Management
Susquehanna International
Jane Street
Citadel Advisors
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
Vanguard Group
Goldman Sachs Group

View all funds holding Xp Inc cl a