Unified Ser Tr shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Unified Ser Tr
Tip: Access up to 7 years of quarterly data
All positions including Unified Ser Tr held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Unified Ser Tr by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $339k | 8.9k | 38.19 |
| 2025-03-31 | $304k | 9.1k | 33.42 |
| 2024-12-31 | $269k | 8.4k | 32.12 |
| 2024-09-30 | $295k | 8.6k | 34.41 |
| 2024-06-30 | $257k | 8.0k | 32.25 |
| 2024-03-31 | $229k | 7.1k | 32.13 |
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