UNIFIED SER TR's ticker is and the CUSIP is 90470L527. A total of 9 filers reported holding UNIFIED SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 2.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,400 | -42.9% | 240 | -41.7% | 0.00% | – |
| Q2 2023 | $9,459 | -65.0% | 412 | -68.7% | 0.00% | – |
| Q4 2022 | $27,004 | +170.0% | 1,316 | +145.5% | 0.00% | – |
| Q3 2022 | $10,000 | -72.2% | 536 | -70.2% | 0.00% | – |
| Q2 2022 | $36,000 | +620.0% | 1,796 | +767.6% | 0.00% | – |
| Q1 2022 | $5,000 | -70.6% | 207 | -69.4% | 0.00% | – |
| Q4 2021 | $17,000 | – | 677 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Wealth Management LLC | 1,298,831 | $25,691,000 | 13.12% |
| OneAscent Financial Services LLC | 1,059,891 | $20,965,000 | 9.51% |
| Atria Investments, Inc | 2,575,050 | $50,936,000 | 1.07% |
| RFG Advisory, LLC | 19,110 | $407,000 | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 92,199 | $1,824,000 | 0.01% |
| Rockefeller Capital Management L.P. | 9,766 | $193,000 | 0.00% |
| Citadel Advisors | 13,355 | $264,000 | 0.00% |
| UBS Group AG | 1,796 | $36,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |