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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

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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
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