Unified Ser Tr shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of Unified Ser Tr (OAEM) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in Unified Ser Tr
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Quarterly reported holdings in Unified Ser Tr by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $397k | 12k | 34.42 |
| 2025-06-30 | $474k | 15k | 32.36 |
| 2025-03-31 | $477k | 17k | 28.72 |
| 2024-12-31 | $450k | 15k | 29.14 |
| 2024-09-30 | $453k | 15k | 30.61 |
| 2024-06-30 | $619k | 20k | 30.40 |
| 2024-03-31 | $617k | 21k | 29.97 |
| 2023-12-31 | $406k | 14k | 29.28 |
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