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Unified Ser Tr shares owned by ValMark Advisers

Quarter-by-quarter ownership of Unified Ser Tr (OAEM) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $756k 25k 30.61
2024-06-30 $1.0M 34k 30.40

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Global Reit Etf (REET)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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