Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Unified Series Trust - OneAscent International Equity ETF comprennent Inspire Advisors, LLC, Frontier Asset Management, LLC, Abundance Wealth Counselors, Aptus Capital Advisors, LLC, Raymond James Financial Inc, et GeoWealth Management, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
