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Unified Ser Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 68k 40.22
2025-06-30 $1.0M 27k 38.19
2025-03-31 $734k 22k 33.42
2024-12-31 $588k 18k 32.12
2024-09-30 $619k 18k 34.41
2024-06-30 $606k 19k 32.25

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View all positions for Envestnet Asset Management

Top funds holding Unified Ser Tr

OneAscent Financial Services
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Citadel Advisors
ValMark Advisers
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Pensionmark Financial Group
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OneAscent Investment Solutions
Inspire Advisors
Jane Street
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View all funds holding Unified Ser Tr