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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

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

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