Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / ONEASCENT LARGE
-
Total 13F shares
-
3,728,894
-
Share change
-
-2,254,829
-
Total reported value
-
$109,039,771
-
Price per share
-
$29.24
-
Number of holders
-
13
-
Value change
-
-$63,114,841
-
Number of buys
-
7
-
Number of sells
-
8
Institutional Holders of UNIFIED SER TR - ONEASCENT LARGE (OALC) as of Q3 2024
As of 30 Sep 2024,
UNIFIED SER TR - ONEASCENT LARGE (OALC) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,728,894 shares.
The largest 10 holders included
Atria Investments, Inc, OneAscent Wealth Management LLC, Cambridge Investment Research Advisors, Inc., PATRON PARTNERS, LLC, TrueWealth Advisors, LLC, Dynamic Advisor Solutions LLC, RFG Advisory, LLC, Kestra Advisory Services, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and LPL Financial LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q3 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.