Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ONEASCENT LARGE
-
Total 13F shares
-
4,773,569
-
Share change
-
+1,873,809
-
Total reported value
-
$119,265,844
-
Price per share
-
$24.94
-
Number of holders
-
11
-
Value change
-
+$46,818,521
-
Number of buys
-
10
-
Number of sells
-
1
Institutional Holders of UNIFIED SER TR - ONEASCENT LARGE (OALC) as of Q4 2023
As of 31 Dec 2023,
UNIFIED SER TR - ONEASCENT LARGE (OALC) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,773,569 shares.
The largest 10 holders included
Atria Investments, Inc, OneAscent Financial Services LLC, OneAscent Wealth Management LLC, Cambridge Investment Research Advisors, Inc., Kestra Advisory Services, LLC, RFG Advisory, LLC, GTS SECURITIES LLC, PATRON PARTNERS, LLC, ROYAL BANK OF CANADA, and EverSource Wealth Advisors, LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 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.