Unified Ser Tr shares owned by Atria Investments
Quarter-by-quarter ownership of Unified Ser Tr (OACP) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in Unified Ser Tr
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Quarterly reported holdings in Unified Ser Tr by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 1.4M | 23.06 |
| 2025-06-30 | $47M | 2.1M | 22.79 |
| 2025-03-31 | $38M | 1.7M | 22.78 |
| 2024-12-31 | $121M | 5.4M | 22.48 |
| 2024-09-30 | $126M | 5.4M | 23.40 |
| 2024-06-30 | $122M | 5.4M | 22.50 |
| 2024-03-31 | $127M | 5.6M | 22.70 |
| 2023-12-31 | $119M | 5.2M | 22.97 |
| 2023-09-30 | $99M | 4.6M | 21.69 |
| 2023-06-30 | $102M | 4.5M | 22.60 |
| 2023-03-31 | $100M | 4.3M | 23.08 |
| 2022-12-31 | $99M | 4.4M | 22.53 |
| 2022-09-30 | $97M | 4.3M | 22.41 |
| 2022-06-30 | $107M | 4.5M | 23.58 |
| 2022-03-31 | $40M | 1.6M | 25.00 |