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Unified Ser Tr shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 5.8k 40.30
2025-06-30 $222k 5.8k 38.24
2024-09-30 $206k 6.0k 34.48

More positions owned by Commonwealth Equity Services

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Commonwealth Equity Services

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