Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / ONEASCENT INTL
-
Total 13F shares
-
5,545,978
-
Share change
-
+1,885,615
-
Total reported value
-
$163,588,529
-
Price per share
-
$29.50
-
Number of holders
-
10
-
Value change
-
+$55,619,393
-
Number of buys
-
9
Institutional Holders of UNIFIED SER TR - ONEASCENT INTL (OAIM) as of Q1 2023
As of 31 Mar 2023,
UNIFIED SER TR - ONEASCENT INTL (OAIM) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,545,978 shares.
The largest 10 holders included
Atria Investments, Inc, OneAscent Wealth Management LLC, OneAscent Financial Services LLC, Cambridge Investment Research Advisors, Inc., O'Connor Financial Group LLC, Kestra Advisory Services, LLC, RFG Advisory, LLC, CITADEL ADVISORS LLC, EverSource Wealth Advisors, LLC, and UBS Group AG.
This page lists
10
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.