Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Unified Series Trust - OneAscent International Equity ETF termasuk Inspire Advisors, LLC, Frontier Asset Management, LLC, Abundance Wealth Counselors, Aptus Capital Advisors, LLC, Raymond James Financial Inc, dan GeoWealth Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 17,961 | 0.70 | 686 | 14.93 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2,193,670 | 5.86 | 84 | 20.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 100,711 | 6.81 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 260,316 | 24.05 | 10 | 28.57 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | 0 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 53,777 | 14.49 | 2,054 | 30.85 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 38,006 | 53.67 | 1,451 | 75.67 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 10,362 | 6.15 | 396 | 21.17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 372 | 14 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 82,566 | 3,153 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 1,137,753 | 19.40 | 43 | 38.71 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,009 | 21.86 | 39 | 40.74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 27,145 | 23.67 | 1,037 | 41.34 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 214,029 | 2.90 | 8,174 | 17.60 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,902 | 3,146.36 | 187 | 3,640.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,749 | 67 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 64,179 | 2,451 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 33,656 | 3,491.89 | 1,285 | 4,045.16 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 32,924 | 241.25 | 1,257 | 290.37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5,806 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,708 | 0.27 | 142 | 14.63 | ||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 74,917 | 1.66 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 37,965 | 40.64 | 1,450 | 60.64 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 50,722 | 4.25 | 1,937 | 19.13 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 6,393 | 0 | ||||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 8,937 | 341 |
