UNIFIED SER TR - ONEASCENT SMALL (OASC)

CUSIP: 90470L295

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / ONEASCENT SMALL
Total 13F shares
918,202
Share change
+681,796
Total reported value
$25,012,864
Price per share
$27.18
Number of holders
6
Value change
+$18,586,586
Number of buys
5
Number of sells
1

Quarterly Holders Quick Answers

What is CUSIP 90470L295?
CUSIP 90470L295 identifies OASC - UNIFIED SER TR - ONEASCENT SMALL in SEC institutional holdings data.

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Institutional Holders of UNIFIED SER TR - ONEASCENT SMALL (OASC) as of Q4 2024

As of 31 Dec 2024, UNIFIED SER TR - ONEASCENT SMALL (OASC) was held by 6 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 918,202 shares. The largest 6 holders included OneAscent Financial Services LLC, Atria Investments, Inc, OneAscent Wealth Management LLC, First Heartland Consultants, Inc., UBS Group AG, and IFP Advisors, Inc. This page lists 6 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.