UNIFIED SER TR's ticker is and the CUSIP is 90470L519. A total of 8 filers reported holding UNIFIED SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 5.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $852,991 | +172.3% | 39,335 | +183.7% | 0.00% | – |
| Q2 2023 | $313,258 | -78.2% | 13,864 | -77.7% | 0.00% | -100.0% |
| Q1 2023 | $1,437,050 | +9.7% | 62,276 | +7.1% | 0.00% | 0.0% |
| Q4 2022 | $1,310,390 | -0.8% | 58,162 | -1.3% | 0.00% | 0.0% |
| Q3 2022 | $1,321,000 | +15.3% | 58,940 | +21.3% | 0.00% | – |
| Q2 2022 | $1,146,000 | – | 48,603 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Wealth Management LLC | 2,281,872 | $52,831 | 20.58% |
| OneAscent Financial Services LLC | 1,945,949 | $44,991 | 18.26% |
| Atria Investments, Inc | 4,344,397 | $100,249,147 | 1.90% |
| O'Connor Financial Group LLC | 58,386 | $1,347,286 | 1.01% |
| RFG Advisory, LLC | 41,646 | $961,002 | 0.05% |
| EverSource Wealth Advisors, LLC | 1,718 | $39,644 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 44,955 | $1,037 | 0.01% |
| JANE STREET GROUP, LLC | 62,276 | $1,437,050 | 0.00% |
| UBS Group AG | 2,418 | $55,798 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |