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Unified Ser Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Unified Ser Tr (OAEM) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $752k 25k 30.61
2024-06-30 $834k 27k 30.40
2024-03-31 $477k 16k 29.97

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View all positions for Envestnet Asset Management

Top funds holding Unified Ser Tr

Atria Investments
OneAscent Wealth Management
Frontier Asset Management
Old Mission Capital
Cambridge Investment Research Advisors
Strategic Blueprint
Jane Street
Patron Partners Advisors
ValMark Advisers
Envestnet Asset Management
RFG Advisory
Dynamic Advisors Solutions
Envestnet Portfolio Solutions
Susquehanna International
Principal Securities

View all funds holding Unified Ser Tr