Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Unified Series Trust - OneAscent Emerging Markets ETF meliputi Aptus Capital Advisors, LLC, Raymond James Financial Inc, dan Clarity Asset Management, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | RFG Advisory, LLC | 21,096 | 10.74 | 683 | 24.68 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 822 | 17.93 | 27 | 30.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32,963 | 4.32 | 1,067 | 17.53 | ||||
| 2025-08-14 | 13F | Comerica Bank | 351 | 5.72 | 11 | 22.22 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 760,975 | 21.33 | 25 | 33.33 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 342,266 | 38.40 | 11 | 57.14 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,292 | 18.86 | 1 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20,651 | 10.43 | 668 | 24.39 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 498 | 16 | ||||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 65,559 | 20.18 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 99 | 3 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 248,418 | 9.29 | 8,039 | 23.15 | ||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 27,832 | 6.57 | 1 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,214 | 20.32 | 39 | 39.29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8,088 | 31.02 | 262 | 47.46 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 30,862 | 3.87 | 999 | 17.00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 34 | 1 |
