Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Unified Series Trust - Oneascent Large Cap Core ETF meliputi Envestnet Asset Management Inc, Aptus Capital Advisors, LLC, Clarity Asset Management, Inc., dan Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2,273,667 | 5.79 | 74 | 19.67 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 980,301 | 0.07 | 32 | 14.81 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 88,691 | 1.33 | 2,878 | 15.07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 925,763 | 10.94 | 30,041 | 25.99 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,605 | 85 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 12,854 | 417 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14,467 | 97.53 | 469 | 124.40 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 72,517 | 4.14 | 2,353 | 18.30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14,086 | 248.23 | 457 | 297.39 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 729 | 24 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 491 | 16 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 64,417 | 251.03 | 2,090 | 298.85 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 29,011 | 24.79 | 941 | 41.72 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,125 | 1,285.14 | 165 | 1,550.00 | ||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 21,713 | 27.18 | 1 |
