Who owns UNIFIED SER TR?
- Ticker: OASC
- CUSIP Number: 90470l295
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Analyze quarterly positions in Unified Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold UNIFIED SER TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Atria Investments | 199k | $5.5M | 34% | Sep 2024 |
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OneAscent Wealth Management | 37k | $1.0M | 49% | 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 | 191k | $4.8M |