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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

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Quarterly reported holdings in Unified Ser Tr by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $257k 8.0k 32.25
2024-03-31 $229k 7.1k 32.13

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)

View all positions for H D Vest Advisory Services

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