Q2 2023 13F Holders as of 30 Jun 2023
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Type / Class
-
Equity / ONEASCENT EMGRG
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Number of holders
-
7
-
Total 13F shares, excl. options
-
1,716,260
-
Shares change
-
-11,736
-
Total reported value, excl. options
-
$49,449,484
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Value change
-
-$333,501
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Number of buys
-
5
-
Number of sells
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4
-
Price
-
$28.81
Institutional Holders of UNIFIED SER TR - ONEASCENT EMGRG (OAEM) as of Q2 2023
As of 30 Jun 2023 UNIFIED SER TR - ONEASCENT EMGRG (OAEM) had 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,716,260 shares of stock of the company.
Largest 9 holders included Atria Investments, Inc, OneAscent Wealth Management LLC, OneAscent Financial Services LLC, Cambridge Investment Research Advisors, Inc., RFG Advisory, LLC, JANE STREET GROUP, LLC, Kestra Advisory Services, LLC, EverSource Wealth Advisors, LLC, and O'Connor Financial Group LLC.
This table shows 9 institutional shareholders of the security as of 30 Jun 2023.
| 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.