CUSIP: 90470L519
Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / ONEASCENT CORE P
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Total 13F shares
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12,281,945
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Share change
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+3,715,262
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Total reported value
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$276,277,364
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Price per share
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$22.48
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Number of holders
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18
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Value change
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+$83,583,393
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Number of buys
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9
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Number of sells
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5
Quarterly Holders Quick Answers
What is CUSIP 90470L519?
CUSIP 90470L519 identifies OACP - UNIFIED SER TR - ONEASCENT CORE P in SEC institutional holdings data.
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Newer quarter:
Q1 2025
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Previous quarter:
Q3 2024
Recent filing periods for CUSIP 90470L519:
Institutional Holders of UNIFIED SER TR - ONEASCENT CORE P (OACP) as of Q4 2024
As of 31 Dec 2024,
UNIFIED SER TR - ONEASCENT CORE P (OACP) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,281,945 shares.
The largest 10 holders included
Atria Investments, Inc, OneAscent Financial Services LLC, OneAscent Wealth Management LLC, OneAscent Family Office, LLC, PATRON PARTNERS, LLC, Cambridge Investment Research Advisors, Inc., RFG Advisory, LLC, Meriwether Wealth & Planning, LLC, FLOW TRADERS U.S. LLC, and First Heartland Consultants, Inc..
This page lists
18
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
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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.