Unified Ser Tr shares owned by Atria Investments
Quarter-by-quarter ownership of Unified Ser Tr (OALC) 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 | $27M | 763k | 34.81 |
| 2025-06-30 | $30M | 926k | 32.45 |
| 2025-03-31 | $24M | 834k | 28.58 |
| 2024-12-31 | $70M | 2.4M | 29.63 |
| 2024-09-30 | $66M | 2.3M | 29.24 |
| 2024-06-30 | $67M | 2.4M | 27.93 |
| 2024-03-31 | $67M | 2.4M | 27.35 |
| 2023-12-31 | $54M | 2.2M | 24.94 |
| 2023-09-30 | $30M | 1.4M | 22.50 |
| 2023-06-30 | $31M | 1.3M | 22.96 |
| 2023-03-31 | $29M | 1.3M | 22.08 |
| 2022-12-31 | $51M | 2.5M | 20.52 |
| 2022-09-30 | $49M | 2.6M | 18.63 |
| 2022-06-30 | $51M | 2.6M | 19.78 |
| 2022-03-31 | $56M | 2.4M | 22.93 |
| 2021-12-31 | $60M | 2.4M | 25.14 |