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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
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

Atria Investments
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Dynamic Advisors Solutions
Patron Partners Advisors
RFG Advisory
Kestra Advisory Services
Jane Street
Envestnet Asset Management
Firestone Capital Management
Susquehanna International
Foundations Investment Advisors
H D Vest Advisory Services

View all funds holding Unified Ser Tr