Who owns UNIFIED SER TR?
- Ticker: OALC
- CUSIP Number: 90470l527
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 |
|---|---|---|---|---|---|
| Atria Investments | 2.3M | $66M | -5% | Sep 2024 |
|
| OneAscent Wealth Management | 1.0M | $30M | -2% | Sep 2024 |
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| Cambridge Investment Research Advisors | 101k | $3.0M | -7% | Sep 2024 |
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| Patron Partners Advisors | 86k | $2.5M | 3% | Sep 2024 |
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| TrueWealth Advisors | 63k | $1.8M | 100% | Sep 2024 |
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| Dynamic Advisors Solutions | 54k | $1.6M | 27% | Sep 2024 |
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| RFG Advisory | 52k | $1.5M | 1% | Sep 2024 |
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| Kestra Advisory Services | 22k | $646k | -8% | Sep 2024 |
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| Susquehanna International | 17k | $494k | -20% | Sep 2024 |
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| LPL Financial | 17k | $487k | 100% | Sep 2024 |
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| Jane Street | 12k | $362k | -73% | 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 | 2.1M | $59M |