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Unified Ser Tr shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $299k 8.7k 34.41
2024-06-30 $237k 7.3k 32.25

More positions owned by Foundations Investment Advisors

Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Two Rds Shared Tr Anfield Us Equ (AESR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Foundations Investment Advisors

Top funds holding Unified Ser Tr

Atria Investments
OneAscent Wealth Management
ValMark Advisers
Cambridge Investment Research Advisors
Intl Fcstone
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