OneAscent Wealth Management »

Impact Shs Tr I shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of Impact Shs Tr I shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

All positions including Impact Shs Tr I held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Impact Shs Tr I by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $622k 36k 17.07

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
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 Impact Shs Tr I

LPL Financial
Adviser Investments
Ethic
Abacus Wealth Partners
Tolleson Wealth Management
OneAscent Financial Services
OneAscent Wealth Management
Jane Street
Verus Capital Partners
PFG Investments
Goss Wealth Management
UBS Group
ICA Group Wealth Management
Global Retirement Partners
Private Trust Co Na

View all funds holding Impact Shs Tr I