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| Name: |
OneAscent Wealth Management LLC |
| City: |
BIRMINGHAM |
| State: |
AL |
| Zip: |
35242 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ACN |
Accenture Plc |
104 |
- |
$286.71 |
$361,000 |
1,041 |
0.14% |
-4,000 |
0 |
0 |
Management Services |
|
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PXE |
Invesco Dynamic Energy Expl... |
117 |
- |
$0.00 |
$324,000 |
9,055 |
0.12% |
44,000 |
0 |
0.026 |
Closed - End Fund - Debt |
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YUM |
YUM! Brands Inc |
124 |
- |
$134.34 |
$302,000 |
2,175 |
0.12% |
18,000 |
0 |
0.001 |
Restaurants |
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UCBI |
United Community Banks Inc |
130 |
- |
$24.22 |
$286,000 |
10,790 |
0.11% |
-34,000 |
0 |
0.01 |
Domestic Regional Banks |
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DBA |
Invesco DB Agriculture |
145 |
- |
$25.61 |
$261,000 |
10,527 |
0.1% |
43,000 |
0 |
0 |
Closed - End Fund - Debt |
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