Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Unified Series Trust - OneAscent Emerging Markets ETF, omfatter Aptus Capital Advisors, LLC, Raymond James Financial Inc, og Clarity Asset Management, Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
