UNIFIED SER TR - ONEASCENT INTL (OAIM)

CUSIP: 90470L444

Q4 2024 13F Holders as of 31 Dec 2024

Security identity
Holder snapshot
Share change
+2,147,378
Reported price per share
$32.12
Number of holders
24
Value change
+$69,695,930
Number of buys
16
Number of sells
7

Security key

90470L444

Report period

Q4 2024

Institutions

24

Top holders

10

Ownership snapshot

Top reported holders of OAIM - UNIFIED SER TR - ONEASCENT INTL (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
13D/G signal
Evidence rows
0
Latest as of
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

13F holder rows

Institutional holders as of Q4 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
24
Shares
6,079,860
Rows available
24
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q4 2024 vs Q3 2024 Across Filers

Q3 2024 holders
20
Q4 2024 holders
24
Holder diff
4
Investor Q3 2024 Shares Q4 2024 Shares Share Diff Share Chg % Q3 2024 value Q4 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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