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Unified Ser Tr shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 498 29.97
2023-12-31 $7.1k 241 29.28
2023-09-30 $6.5k 241 26.79

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Amazon Stock (AMZN)
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View all positions for Creative Financial Designs

Top funds holding Unified Ser Tr

Atria Investments
OneAscent Financial Services
OneAscent Wealth Management
Strategic Blueprint
Gts Securities
Cambridge Investment Research Advisors
Patron Partners Advisors
RFG Advisory
Envestnet Portfolio Solutions
Kestra Advisory Services
Jane Street
Advisor Group Holdings
Creative Financial Designs
Principal Securities

View all funds holding Unified Ser Tr