Who owns UNIFIED SER TR?
- Ticker: OASC
- CUSIP Number: 90470l295
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 |
|---|---|---|---|---|---|
| OneAscent Financial Services | 1.7M | $61M | 6% | Jun 2026 |
|
| OneAscent Wealth Management | 520k | $19M | -11% | Jun 2026 |
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| Atria Investments | 124k | $4.2M | 3% | Sep 2026 |
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| OneAscent Family Office | 40k | $1.4M | -24% | Jun 2026 |
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| First Heartland Consultants | 28k | $955k | 1% | Sep 2026 |
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| Envestnet Asset Management | 18k | $661k | 59% | Jun 2026 |
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| OneAscent Investment Solutions | 16k | $567k | -2% | Jun 2026 |
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| Plan A Wealth | 14k | $487k | 0% | Sep 2026 |
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| Strategic Blueprint | 14k | $477k | 11% | Sep 2026 |
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| IFP Advisors | 12k | $401k | 92% | Sep 2026 |
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| Cambridge Investment Research Advisors | 11k | $376k | -39% | Jun 2026 |
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| Aptus Capital Advisors | 1.8k | $66k | 0% | Jun 2026 |
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| Advisor Group Holdings | 316.00 | $11k | 0% | Jun 2026 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Values First Advisors | Jun 2026 | 479.00 | $17k |