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Unified Ser Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $85M 2.5M 34.41
2024-06-30 $80M 2.5M 32.25
2024-03-31 $88M 2.7M 32.13
2023-12-31 $78M 2.6M 30.40
2023-09-30 $69M 2.4M 28.54
2023-06-30 $96M 3.1M 30.74
2023-03-31 $82M 2.8M 29.50
2022-12-31 $52M 1.9M 26.50
2022-09-30 $46M 2.0M 23.13