UNIFIED SER TR's ticker is and the CUSIP is 90470L527. A total of 4 filers reported holding UNIFIED SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $182,809 | +112052.8% | 7,962 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $163 | -99.9% | 7,958 | -14.1% | 0.00% | 0.0% |
| Q3 2022 | $172,000 | -10.9% | 9,266 | -5.1% | 0.00% | 0.0% |
| Q2 2022 | $193,000 | +16.3% | 9,766 | +34.9% | 0.00% | 0.0% |
| Q1 2022 | $166,000 | +50.9% | 7,240 | +65.4% | 0.00% | 0.0% |
| Q4 2021 | $110,000 | – | 4,377 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Financial Services LLC | 988,615 | $22,667,000 | 16.20% |
| OneAscent Wealth Management LLC | 1,192,170 | $27,334,000 | 13.61% |
| Atria Investments, Inc | 2,442,676 | $56,006,000 | 0.98% |
| Rockefeller Capital Management L.P. | 7,240 | $166,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| UBS Group AG | 207 | $5,000 | 0.00% |