ENVESTNET ASSET MANAGEMENT INC
Position in OALC — ONEASCENT LARGE CAP CORE ETF
CIK 1407543
Berwyn, PA
All Filings in OALC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OALC | $3,762,681 | 109,792 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 OALC | $2,389,400 | 67,402 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 OALC | $1,562,426 | 44,887 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 OALC | $417,112 | 12,854 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||