Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Unified Series Trust - Oneascent Large Cap Core ETF, omfatter Envestnet Asset Management Inc, Aptus Capital Advisors, LLC, Clarity Asset Management, Inc., og Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 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 |
