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Unified Ser Tr shares owned by Intl Fcstone

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Intl Fcstone from 13F filings

Historical chart of Intl Fcstone investment in Unified Ser Tr

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All positions including Unified Ser Tr held by Intl Fcstone consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Intl Fcstone

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 45k 34.41
2024-06-30 $1.3M 41k 32.26
2024-03-31 $1.2M 38k 32.12
2023-12-31 $1.1M 36k 30.99
2023-09-30 $836k 29k 28.53
2023-06-30 $731k 24k 30.74

More positions owned by Intl Fcstone

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
First Tr Exchange-traded Smid Risng Etf (SDVY)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Whitehall Fds High Div Yld (VYM)
Amazon (AMZN)

View all positions for Intl Fcstone

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