Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ONEASCENT INTL
-
Total 13F shares
-
6,043,649
-
Share change
-
+2,147,378
-
Total reported value
-
$195,009,528
-
Price per share
-
$32.12
-
Number of holders
-
23
-
Value change
-
+$69,695,969
-
Number of buys
-
16
-
Number of sells
-
7
Institutional Holders of UNIFIED SER TR - ONEASCENT INTL (OAIM) as of Q4 2024
As of 31 Dec 2024,
UNIFIED SER TR - ONEASCENT INTL (OAIM) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,043,649 shares.
The largest 10 holders included
Atria Investments, Inc, OneAscent Financial Services LLC, OneAscent Wealth Management LLC, OneAscent Family Office, LLC, Cambridge Investment Research Advisors, Inc., Valmark Advisers, Inc., CreativeOne Wealth, LLC, StoneX Group Inc., PATRON PARTNERS, LLC, and Plan A Wealth LLC.
This page lists
24
institutional shareholders reporting positions in this security
for the Q4 2024 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.