UNIFIED SER TR's ticker is and the CUSIP is 90470L519. A total of 10 filers reported holding UNIFIED SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 4.2%.
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 | 2,255,952 | $49,099 | 21.58% |
| OneAscent Financial Services LLC | 2,153,520 | $46,870 | 12.20% |
| Atria Investments, Inc | 4,582,796 | $99,379,316 | 1.77% |
| PATRON PARTNERS, LLC | 10,314 | $223,662 | 0.16% |
| RFG Advisory, LLC | 85,774 | $1,860,035 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 52,439 | $1,137 | 0.01% |
| JANE STREET GROUP, LLC | 39,335 | $852,991 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |