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Unified Ser Tr shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Unified Ser Tr

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All positions including Unified Ser Tr held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 288 43.06
2025-03-31 $41k 1.2k 33.43
2024-03-31 $5.0k 155 32.13

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View all positions for Advisor Group Holdings

Top funds holding Unified Ser Tr

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

View all funds holding Unified Ser Tr