Purchases and Sales Made in Q4 2024 in Unified Ser Tr Oneascent Emerg (OAEM)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Emerg (OAEM) during Q4 2024. The information is specifically focused on institutions that hold shares of UNIFIED SER TR ONEASCENT EMERG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
818KNew |
N/A
|
818K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
65.7KNew |
N/A
|
65.7K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
18.2KNew |
N/A
|
18.2K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.81K+ 49.55% |
N/A
|
23.6K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.48K+ 22.32% |
N/A
|
30K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.18K+ 8.82% |
N/A
|
26.9K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.69K+ 84.24% |
N/A
|
3.71K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.63KNew |
N/A
|
1.63K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.32K+ 3.97% |
N/A
|
34.5K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
633+ 4.28% |
N/A
|
15.4K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
433New |
N/A
|
433
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
225New |
N/A
|
225
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
109+ 2.51% |
N/A
|
4.45K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-39- 11.78% |
N/A
|
292
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.31K- 4.26% |
N/A
|
29.5K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.59K- 7.93% |
N/A
|
18.5K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.69K- 15.48% |
N/A
|
31K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-5.91K- 5.3% |
N/A
|
106K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.4K- 34.63% |
N/A
|
27.1K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-317K- 42.63% |
N/A
|
426K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-643K- 37.94% |
N/A
|
1.05M
$0
|