UNIFIED SER TR's ticker is and the CUSIP is 90470L444. A total of 11 filers reported holding UNIFIED SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,274 | -27.1% | 920,566 | -21.4% | 6.84% | -57.3% |
| Q2 2023 | $36,022 | -0.0% | 1,171,827 | -4.1% | 16.00% | +9.4% |
| Q1 2023 | $36,031 | +74.7% | 1,221,514 | +57.9% | 14.63% | +66.9% |
| Q4 2022 | $20,621 | -99.9% | 773,517 | +3.5% | 8.76% | +27.8% |
| Q3 2022 | $17,279,000 | – | 747,005 | – | 6.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Wealth Management LLC | 901,698 | $25,735 | 11.31% |
| OneAscent Financial Services LLC | 920,566 | $26,274 | 6.84% |
| Atria Investments, Inc | 2,398,506 | $68,454,811 | 1.22% |
| StoneX Group Inc. | 29,307 | $836 | 0.12% |
| Firestone Capital Management | 9,094 | $259,548 | 0.09% |
| RFG Advisory, LLC | 30,531 | $871,373 | 0.04% |
| Kestra Advisory Services, LLC | 104,504 | $2,982,607 | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 31,611 | $902 | 0.00% |
| GTS SECURITIES LLC | 11,556 | $329,820 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,993 | $228,125 | 0.00% |