Avior Wealth Management, LLC - UNIFIED SER TR ownership

UNIFIED SER TR's ticker is ABEQ and the CUSIP is 90470L568. A total of 15 filers reported holding UNIFIED SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of UNIFIED SER TR
ValueSharesWeighting
Q3 2023$547
-2.7%
200.0%0.00%
Q2 2023$562
+0.7%
200.0%0.00%
Q1 2023$558
+0.4%
200.0%0.00%
Q4 2022$556200.0%0.00%
Q3 2022$0200.00%
Other shareholders
UNIFIED SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
TECTONIC ADVISORS LLC 630,461$17,935,0003.21%
St. James Investment Company, LLC 408,790$11,630,0001.68%
Beacon Pointe Advisors, LLC 254,078$7,228,0000.19%
OSAIC HOLDINGS, INC. 134,012$3,809,0000.01%
Lee Financial Co 355$10,0000.00%
ENVESTNET ASSET MANAGEMENT INC 44,173$1,257,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
UBS Group AG 1,600$46,0000.00%
Citadel Advisors 22,348$636,0000.00%
View complete list of UNIFIED SER TR shareholders