Atria Investments, Inc

Position in OALC — ONEASCENT LARGE CAP CORE ETF

CIK 1535865 Charlotte, NC

Back to OALC Full portfolio

All Filings in OALC

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 OALC	$10,380,103	302,883	+16.8%	Shares	Sole	2026-05-05
2025-12-31 OALC	$9,192,752	259,316	-66.0%	Shares	Sole	2026-02-05
2025-09-30 OALC	$26,558,086	762,988	-17.6%	Shares	Sole	2025-11-06
2025-06-30 OALC	$30,041,009	925,763	+10.9%	Shares	Sole	2025-08-04
2025-03-31 OALC	$23,844,323	834,447	-64.9%	Shares	Sole	2025-05-06
2024-12-31 OALC	$70,369,353	2,374,936	+4.8%	Shares	Sole	2025-02-06
2024-09-30 OALC	$66,293,485	2,267,064	-5.3%	Shares	Sole	2024-11-01
2024-06-30 OALC	$66,888,188	2,394,851	-2.1%	Shares	Sole	2024-08-13
2024-03-31 OALC	$66,871,242	2,445,018	+12.3%	Shares	Sole	2024-05-21
2023-12-31 OALC	$54,299,187	2,177,542	+61.0%	Shares	Sole	2024-02-14
2023-09-30 OALC	$30,436,624	1,352,799	+1.9%	Shares	Sole	2023-11-07
2023-06-30 OALC	$30,477,200	1,327,462	+1.2%	Shares	Sole	2023-08-04
2023-03-31 OALC	$28,950,956	1,311,244	-46.7%	Shares	Sole	2023-05-10
2022-12-31 OALC	$50,488,316	2,460,924	-6.5%	Shares	Sole	2023-01-31
2022-09-30 OALC	$49,015,598	2,631,710	+2.2%	Shares	Sole	2022-11-01
2022-06-30 OALC	$50,934,489	2,575,050	+5.4%	Shares	Sole	2022-08-11
2022-03-31 OALC	$56,005,675	2,442,676	+2.9%	Shares	Sole	2022-05-02
2021-12-31 OALC	$59,693,249	2,373,961	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.