UNIFIED SER TR's ticker is and the CUSIP is 90470L519. A total of 8 filers reported holding UNIFIED SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 4.5%.
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneAscent Wealth Management LLC | 2,255,952 | $49,099 | 21.58% |
| OneAscent Financial Services LLC | 2,153,520 | $46,870 | 12.20% |
| Atria Investments, Inc | 4,582,796 | $99,379,316 | 1.77% |
| PATRON PARTNERS, LLC | 10,314 | $223,662 | 0.16% |
| RFG Advisory, LLC | 85,774 | $1,860,035 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 52,439 | $1,137 | 0.01% |
| JANE STREET GROUP, LLC | 39,335 | $852,991 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |