Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Unified Series Trust - OneAscent International Equity ETF, omfatter Inspire Advisors, LLC, Frontier Asset Management, LLC, Abundance Wealth Counselors, Aptus Capital Advisors, LLC, Raymond James Financial Inc, og GeoWealth Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-03 | 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 |
