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
Tip: Access up to 7 years of quarterly data
All positions including Unified Ser Tr held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Unified Ser Tr by Envestnet Portfolio Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
More positions owned by Envestnet Portfolio Solutions
View all positions for Envestnet Portfolio Solutions