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
Download as csv
Download as Excel
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 | 1.6M | $47M | 82% | Dec 2023 |
|
| OneAscent Financial Services | 681k | $20M | -24% | Mar 2024 |
|
| OneAscent Wealth Management | 430k | $13M | -35% | Mar 2024 |
|
| Strategic Blueprint | 44k | $1.3M | 6% | Mar 2024 |
|
| Gts Securities | 33k | $970k | 7% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 29k | $843k | 98% | Dec 2023 |
|
| RFG Advisory | 16k | $488k | -11% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 14k | $406k | 100% | Dec 2023 |
|
| Kestra Advisory Services | 8.4k | $246k | 0% | Dec 2023 |
|
| Jane Street | 7.9k | $231k | -40% | Dec 2023 |
|
| Patron Partners Advisors | 7.7k | $227k | 100% | Dec 2023 |
|
| Advisor Group Holdings | 1.7k | $50k | -60% | Dec 2023 |
|
| Creative Financial Designs | 241.00 | $7.1k | 0% | Dec 2023 |
|
| Principal Securities | 35.00 | $1.0k | 100% | Dec 2023 |
|
Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Sep 2023 | 39.00 | $1.0k |