Who owns UNIFIED SER TR?
- Ticker: OAEM
- CUSIP Number: 90470l469
Tip: Access positions for across all investors
Analyze quarterly positions in Unified Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Unified Ser Tr stock
Who bought or sold UNIFIED SER TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Atria Investments | 1.0M | $30M | -37% | Mar 2024 |
|
| OneAscent Financial Services | 681k | $20M | -24% | Mar 2024 |
|
| OneAscent Wealth Management | 430k | $13M | -35% | Mar 2024 |
|
| Jane Street | 75k | $2.2M | 848% | Mar 2024 |
|
| Strategic Blueprint | 44k | $1.3M | 6% | Mar 2024 |
|
| Gts Securities | 29k | $865k | -13% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 27k | $803k | -7% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 21k | $617k | 49% | Mar 2024 |
|
| Patron Partners Advisors | 17k | $520k | 124% | Mar 2024 |
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| RFG Advisory | 16k | $488k | -11% | Mar 2024 |
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| Envestnet Asset Management | 16k | $477k | 100% | Mar 2024 |
|
| Bank Of Montreal | 11k | $343k | 100% | Mar 2024 |
|
| Kestra Advisory Services | 8.4k | $246k | 0% | Dec 2023 |
|
| UBS Group | 728.00 | $22k | 100% | Mar 2024 |
|
| Creative Financial Designs | 498.00 | $15k | 107% | Mar 2024 |
|
| Principal Securities | 390.00 | $12k | 1014% | Mar 2024 |
|
| Brian McDonald | 301.00 | $9.0k | 100% | Mar 2024 |
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| Advisor Group Holdings | 126.00 | $3.8k | -93% | Mar 2024 |
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