UNIFIED SER TR's ticker is ABEQ and the CUSIP is 90470L568. A total of 17 filers reported holding UNIFIED SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $67 | – | 2,420 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TECTONIC ADVISORS LLC | 693,757 | $18,977,861 | 1.78% |
| St. James Investment Company, LLC | 362,705 | $9,923,609 | 1.51% |
| Castleview Partners, LLC | 23,814 | $651,442 | 0.60% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 81,005 | $2,215,908 | 0.47% |
| Beacon Pointe Advisors, LLC | 762,346 | $20,854,168 | 0.26% |
| WEALTHSOURCE PARTNERS, LLC | 12,793 | $349,955 | 0.02% |
| RAYMOND JAMES & ASSOCIATES | 97,098 | $2,656,135 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 184,318 | $5,042,056 | 0.00% |
| NewEdge Advisors, LLC | 4,088 | $111,825 | 0.00% |
| OSAIC HOLDINGS, INC. | 782 | $21,391 | 0.00% |