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
Download as csv Download as ExcelQuarterly 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 |