Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ONEASCENT LARGE
-
Total 13F shares
-
6,097,457
-
Share change
-
+2,265,411
-
Total reported value
-
$180,893,967
-
Price per share
-
$29.63
-
Number of holders
-
16
-
Value change
-
+$67,371,667
-
Number of buys
-
11
-
Number of sells
-
4
Institutional Holders of UNIFIED SER TR - ONEASCENT LARGE (OALC) as of Q4 2024
As of 31 Dec 2024,
UNIFIED SER TR - ONEASCENT LARGE (OALC) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,097,457 shares.
The largest 10 holders included
Atria Investments, Inc, OneAscent Financial Services LLC, OneAscent Wealth Management LLC, PATRON PARTNERS, LLC, Cambridge Investment Research Advisors, Inc., OneAscent Family Office, LLC, TrueWealth Advisors, LLC, RFG Advisory, LLC, Meriwether Wealth & Planning, LLC, and SUSQUEHANNA INTERNATIONAL GROUP, LLP.
This page lists
17
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.