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Unified Ser Tr shares owned by Firestone Capital Management

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Firestone Capital Management from 13F filings

Historical chart of Firestone Capital Management investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Firestone Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Firestone Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $298k 9.3k 32.13
2023-12-31 $277k 9.1k 30.40
2023-09-30 $260k 9.1k 28.54
2023-06-30 $286k 9.1k 31.49

More positions owned by Firestone Capital Management

Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Firestone Capital Management

Top funds holding Unified Ser Tr

Atria Investments
OneAscent Financial Services
OneAscent Wealth Management
Kestra Advisory Services
Jane Street
Citadel Advisors
Cambridge Investment Research Advisors
Intl Fcstone
Bank Of Montreal
RFG Advisory
Patron Partners Advisors
Firestone Capital Management
H D Vest Advisory Services
Advisor Group Holdings

View all funds holding Unified Ser Tr