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Unified SER TR

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Quarters

Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Astoria Portfolio Advisors Llc.
DECREASED
Shares11,105 from 11,330
Change-225 (-2%)
Value$303.0K (-$7.5K)
Filed 2023-07-14
Parallel Advisors, LLC
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$9.2K (-$3)
Filed 2024-05-20
Royal Bank of Canada
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$5.0K ($0)
Filed 2023-08-14
Atria Investments, Inc
CLOSED
Shares0 from 169,425
Change-169,425 (-100%)
Value$0 (-$4.6M)
Filed 2023-08-04
UBS Group AG
CLOSED
Shares0 from 314
Change-314 (-100%)
Value$0 (-$8.6K)
Filed 2023-08-11
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-08-10
Status
Astoria Portfolio Advisors Llc.
DECREASED11,10511,330-225-2%$310.5K$303.0K-$7.5K2023-07-14
Parallel Advisors, LLC
UNCHANGED33833800%$9.2K$9.2K-$32024-05-20
Royal Bank of Canada
UNCHANGED17017000%$5.0K$5.0K$02023-08-14
Atria Investments, Inc
CLOSED0169,425-169,425-100%$4.6M$0-$4.6M2023-08-04
UBS Group AG
CLOSED0314-314-100%$8.6K$0-$8.6K2023-08-11
Proequities, Inc.
UNCHANGED000—$0$0$02023-08-10
Showing 6 of 6 institutions