Who owns UNIFIED SER TR?

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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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Top investors of Unified Ser Tr stock

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