UNIFIED SER TR - ONEASCENT LARGE (OALC)

CUSIP: 90470L527

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / ONEASCENT LARGE
Total 13F shares
2,737,781
Share change
-2,159,963
Total reported value
$60,445,574
Price per share
$22.08
Number of holders
8
Value change
-$47,673,614
Number of buys
3
Number of sells
6

Quarterly Holders Quick Answers

What is CUSIP 90470L527?
CUSIP 90470L527 identifies OALC - UNIFIED SER TR - ONEASCENT LARGE in SEC institutional holdings data.

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Institutional Holders of UNIFIED SER TR - ONEASCENT LARGE (OALC) as of Q1 2023

As of 31 Mar 2023, UNIFIED SER TR - ONEASCENT LARGE (OALC) was held by 8 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,737,781 shares. The largest 8 holders included Atria Investments, Inc, OneAscent Wealth Management LLC, OneAscent Financial Services LLC, Cambridge Investment Research Advisors, Inc., RFG Advisory, LLC, O'Connor Financial Group LLC, CITADEL ADVISORS LLC, and EverSource Wealth Advisors, LLC. This page lists 8 institutional shareholders reporting positions in this security for the Q1 2023 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.