OneAscent Wealth Management LLC (0001844707) Files 13F-HR Form with SEC
OneAscent Wealth Management LLC recently filed a Form 13F-HR with the Securities and Exchange Commission, providing insight into its latest investment holdings. The significance of this filing lies in the transparency it offers to investors and the public regarding the firm’s current investment positions. By disclosing this information, OneAscent Wealth Management LLC allows stakeholders to better understand its investment strategy and portfolio composition.
OneAscent Wealth Management LLC is a wealth management firm that helps clients navigate the complexities of financial planning and investment management. The firm offers a range of services aimed at assisting individuals and families in achieving their financial goals. For more information about OneAscent Wealth Management LLC, you can visit their website here.
Form 13F-HR is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. The form discloses the manager’s equity holdings, including information on the securities held, the number of shares, and the total market value of each position. This filing provides transparency into the investment activities of institutional investors like OneAscent Wealth Management LLC.
