Who owns UNIFIED SER TR?
- Ticker: OACP
- CUSIP Number: 90470l519
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Analyze quarterly positions in Unified Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold UNIFIED SER TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Atria Investments | 5.4M | $126M | -1% | Sep 2024 |
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OneAscent Wealth Management | 2.3M | $55M | 4% | Sep 2024 |
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Cambridge Investment Research Advisors | 95k | $2.2M | -13% | Sep 2024 |
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Dynamic Advisors Solutions | 93k | $2.2M | 15% | Sep 2024 |
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Patron Partners Advisors | 92k | $2.2M | 24% | Sep 2024 |
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RFG Advisory | 79k | $1.9M | -3% | Sep 2024 |
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Jane Street | 36k | $834k | 53% | Sep 2024 |
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Citadel Advisors | 23k | $540k | -52% | Sep 2024 |
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Flow Traders US | 15k | $357k | 10% | Sep 2024 |
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Who sold out of Unified Ser Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
OneAscent Financial Services | Jun 2024 | 3.4M | $76M |