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Unified Ser Tr shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Unified Ser Tr (OAEM) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $59k 1.6k 36.63
2024-03-31 $246k 8.2k 29.97
2023-12-31 $246k 8.4k 29.28
2023-09-30 $225k 8.4k 26.79
2023-06-30 $220k 7.6k 28.81

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Vanguard Index Fds Growth Etf (VUG)
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Alphabet Cap Stk Cl A (GOOGL)
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Vanguard Index Fds Total Stk Mkt (VTI)
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View all positions for Kestra Advisory Services

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Atria Investments
OneAscent Family Office
First Heartland Consultants
Frontier Asset Management
Envestnet Asset Management
Patron Partners Advisors
OneAscent Investment Solutions
RFG Advisory
ValMark Advisers
Cambridge Investment Research Advisors
Plan A Wealth
Jane Street
Inspire Advisors

View all funds holding Unified Ser Tr