Who owns UNIFIED SER TR?
- Ticker: OAEM
- CUSIP Number: 90470l469
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| OneAscent Financial Services | 160k | $5.5M | -79% | Sep 2025 |
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| OneAscent Wealth Management | 399k | $14M | 17% | Sep 2025 |
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| Atria Investments | 223k | $7.7M | -10% | Sep 2025 |
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| OneAscent Family Office | 64k | $2.2M | -2% | Sep 2025 |
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| Frontier Asset Management | 40k | $1.4M | -50% | Sep 2025 |
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| Patron Partners Advisors | 32k | $1.1M | 4% | Sep 2025 |
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| ValMark Advisers | 29k | $990k | 6% | Sep 2025 |
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| Envestnet Asset Management | 27k | $935k | -18% | Sep 2025 |
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| OneAscent Investment Solutions | 26k | $905k | -6% | Sep 2025 |
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| RFG Advisory | 22k | $740k | 2% | Sep 2025 |
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| First Heartland Consultants | 21k | $727k | 2% | Sep 2025 |
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| Cambridge Investment Research Advisors | 21k | $708k | -3% | Sep 2025 |
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| Plan A Wealth | 18k | $612k | 12% | Sep 2025 |
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| Envestnet Portfolio Solutions | 12k | $397k | -21% | Sep 2025 |
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| IFP Advisors | 12k | $395k | -24% | Sep 2025 |
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| Creative Financial Designs | 9.3k | $319k | 51% | Sep 2025 |
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| Citadel Advisors | 7.6k | $261k | 100% | Sep 2025 |
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| LPL Financial | 6.0k | $206k | 100% | Sep 2025 |
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| Advisor Group Holdings | 5.7k | $197k | -29% | Sep 2025 |
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| EverSource Wealth Advisors | 1.7k | $58k | 105% | Sep 2025 |
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| Principal Securities | 1.6k | $55k | -48% | Sep 2025 |
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| AdvisorNet Financial | 1.2k | $42k | 1% | Sep 2025 |
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| Aptus Capital Advisors | 498.00 | $17k | 0% | Sep 2025 |
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| UBS Group | 403.00 | $14k | 100% | Sep 2025 |
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| Brian McDonald | 380.00 | $13k | 8% | Sep 2025 |
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| LGT Financial Advisors | 295.00 | $10k | 100% | Sep 2025 |
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| Clarity Asset Management | 34.00 | $1.2k | 0% | Sep 2025 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strategic Blueprint | Jun 2025 | 13k | $426k |
| Raymond James Financial | Jun 2025 | 99.00 | $3.2k |