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Unified Ser Tr shares owned by Abundance Wealth Counselors

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Abundance Wealth Counselors from 13F filings

Historical chart of Abundance Wealth Counselors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Abundance Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Abundance Wealth Counselors

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 6.4k 40.22
2025-06-30 $244k 6.4k 38.17

More positions owned by Abundance Wealth Counselors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Msci Acwi Ex Us (ACWX)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Purecycle Technologies (PCT)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Ea Series Trust Tbg Dividend Foc (TBG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Abundance Wealth Counselors

Top funds holding Unified Ser Tr

OneAscent Financial Services
Atria Investments
OneAscent Wealth Management
Plan A Wealth
OneAscent Family Office
Change Path
Citadel Advisors
ValMark Advisers
Investment Research Partners
Pensionmark Financial Group
Envestnet Asset Management
OneAscent Investment Solutions
Inspire Advisors
Jane Street
RFG Advisory

View all funds holding Unified Ser Tr