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Unified Ser Tr shares owned by LGT Financial Advisors

Quarter-by-quarter ownership of Unified Ser Tr (OAEM) shares owned by LGT Financial Advisors from 13F filings

Historical chart of LGT Financial Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by LGT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 295 34.42

More positions owned by LGT Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Chevron Corporation (CVX)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial Advisors

Top funds holding Unified Ser Tr

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

View all funds holding Unified Ser Tr