Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Unified Series Trust - OneAscent Emerging Markets ETF termasuk Aptus Capital Advisors, LLC, Raymond James Financial Inc, dan Clarity Asset Management, Inc. .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
