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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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 |
|---|---|---|---|---|---|
| OneAscent Financial Services | 166k | $4.7M | -77% | Sep 2025 |
|
| Atria Investments | 423k | $12M | 23% | Sep 2025 |
|
| OneAscent Wealth Management | 370k | $11M | 340% | Sep 2025 |
|
| First Heartland Consultants | 53k | $1.5M | -1% | Sep 2025 |
|
| OneAscent Family Office | 38k | $1.1M | 68% | Sep 2025 |
|
| OneAscent Investment Solutions | 14k | $404k | 41% | Sep 2025 |
|
| Strategic Blueprint | 12k | $342k | 18% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 8.6k | $245k | 100% | Sep 2025 |
|
| Plan A Wealth | 7.3k | $209k | 100% | Sep 2025 |
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| IFP Advisors | 6.3k | $181k | 1% | Sep 2025 |
|
| Aptus Capital Advisors | 1.7k | $49k | 7% | Sep 2025 |
|
| UBS Group | 166.00 | $4.7k | -90% | Sep 2025 |
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