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Unified Ser Tr shares owned by AdvisorNet Financial

Quarter-by-quarter ownership of Unified Ser Tr (OAEM) shares owned by AdvisorNet Financial from 13F filings

Historical chart of AdvisorNet Financial investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by AdvisorNet Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by AdvisorNet Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $42k 1.2k 34.42
2025-06-30 $39k 1.2k 32.36
2025-03-31 $29k 1.0k 28.72
2024-12-31 $29k 1.0k 29.14
2024-09-30 $31k 1.0k 30.61

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Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Atria Investments
OneAscent Family Office
Frontier Asset Management
Patron Partners Advisors
ValMark Advisers
Envestnet Asset Management
OneAscent Investment Solutions
RFG Advisory
First Heartland Consultants
Cambridge Investment Research Advisors
Plan A Wealth
Envestnet Portfolio Solutions
IFP Advisors

View all funds holding Unified Ser Tr