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% | – |
Download |
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% |