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Unified Ser Tr shares owned by Global Strategic Investment Solutions

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Global Strategic Investment Solutions from 13F filings

Historical chart of Global Strategic Investment Solutions investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Global Strategic Investment Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $611k 14k 43.06

More positions owned by Global Strategic Investment Solutions

Ishares Tr Core Msci Eafe (IEFA)
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Univrsl Usd (IUSB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Index Shs Fds State Street Spd (SPDW)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds State Street Spd (SPEM)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Avantis Total Eq (AVTM)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Global Strategic Investment Solutions

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Plan A Wealth
LPL Financial
Atria Investments
OneAscent Family Office
Change Path
Envestnet Asset Management
ValMark Advisers
Pensionmark Financial Group
Inspire Advisors
Investment Research Partners
OneAscent Investment Solutions
RFG Advisory
Patron Partners Advisors

View all funds holding Unified Ser Tr