Kestra Advisory Services, LLC
Position in OALC — ONEASCENT LARGE CAP CORE ETF
CIK 1830819
AUSTIN, TX
All Filings in OALC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OALC | $444,906 | 12,982 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 OALC | $404,449 | 11,409 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 OALC | $383,062 | 11,005 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 OALC | $424,478 | 13,081 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 OALC | $392,391 | 13,732 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 OALC | $534,940 | 18,054 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 OALC | $646,394 | 22,105 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 OALC | $671,493 | 24,042 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 OALC | $2,096,705 | 76,662 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 OALC | $1,876,558 | 75,255 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 OALC | $835,365 | 37,129 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 OALC | $375,632 | 16,361 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||