Who owns UNIFIED SER TR?

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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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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 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