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Unified Ser Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Unified Ser Tr (OASC) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 199k 27.75
2024-06-30 $3.7M 148k 24.99

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Unified Ser Tr

Atria Investments
OneAscent Wealth Management

View all funds holding Unified Ser Tr