UNIFIED SER TR - ONEASCENT LARGE (OALC)

Historical Holders from Q4 2021 to Q1 2025

Symbol
OALC
CUSIP
90470L527
Type / Class
Equity / ONEASCENT LARGE
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
6.1M
Holdings value
$181M
% of all portfolios
0.003%
Grand Portfolio weight change
+0%
Number of holders
16
Number of buys
11
Number of sells
-4
Average Value change %
+0%
Average buys %
+0.001%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of UNIFIED SER TR - ONEASCENT LARGE (OALC)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 185K $5.29M +$1.62M $28.58 3
2024 Q4 6.1M $181M +$67.4M $29.63 16
2024 Q3 3.73M $109M -$63.1M $29.24 13
2024 Q2 5.98M $167M +$1.02M $27.93 11
2024 Q1 5.95M $163M +$32.2M $27.35 8
2023 Q4 4.77M $119M +$46.8M $24.94 11
2023 Q3 2.9M $65.2M +$2.14M $22.50 8
2023 Q2 2.8M $64.4M +$1.57M $22.96 8
2023 Q1 2.74M $60.4M -$47.7M $22.08 8
2022 Q4 4.87M $100M -$5.53M $20.52 7
2022 Q3 5.14M $95.8M +$1.36M $18.63 7
2022 Q2 5.07M $100M +$8.71M $19.78 8
2022 Q1 4.63M $106M +$51.6M $22.93 5
2021 Q4 2.38M $59.8M +$59.8M $25.13 3