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Unified Ser Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.0k 168 47.83

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View all positions for Integrated Wealth Concepts

Top funds holding Unified Ser Tr

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

View all funds holding Unified Ser Tr