OneAscent Wealth Management LLC's ownership history for PFRL

OneAscent Wealth Management LLC currently holds 4.1K shares with a market value of $205.1K. It started holding PFRL on 2024-09-30. At its peak, it held 14.6K shares on 2024-09-30. Its highest holding value was $205.1K on 2025-09-30. At its lowest, it held 4.1K shares on 2025-09-30, with a value of $260 on 2025-06-30. In the recent 180 days, OneAscent Wealth Management LLC has decreased its shares by 5.3K. In the recent year, OneAscent Wealth Management LLC has decreased its shares by 10.5K.