OneAscent Financial Services LLC (0001780985) Files 13F-HR Form with SEC
OneAscent Financial Services LLC recently submitted a Form 13F-HR filing with the Securities and Exchange Commission, providing insights into its investment portfolio. The filing is significant as it offers transparency into the company’s holdings, including the stocks it bought or sold during the reporting period. Investors and analysts often use this information to track the investment strategies of institutional investors like OneAscent Financial Services LLC and to gain potential insights into market trends.
OneAscent Financial Services LLC is a financial services company that manages investment portfolios for its clients. The firm offers a range of financial services, including wealth management, retirement planning, and investment advisory services. For more information about OneAscent Financial Services LLC, you can visit their website here.
Form 13F-HR is a quarterly filing required by the SEC of institutional investment managers with assets under management of $100 million or more. The form requires disclosure of equity holdings, including stocks, options, and convertible debt. By reviewing Form 13F-HR filings, investors can gain valuable insights into the investment decisions and strategies of institutional investors like OneAscent Financial Services LLC.
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OneAscent Financial Services LLC Submits 13F-HR Filing to SEC (0001780985)
