Unified Ser Tr shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Unified Ser Tr
Tip: Access up to 7 years of quarterly data
All positions including Unified Ser Tr held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Unified Ser Tr by Kestra Advisory Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $899k | 26k | 34.41 |
2024-06-30 | $877k | 27k | 32.25 |
2024-03-31 | $3.3M | 104k | 32.13 |
2023-12-31 | $3.2M | 106k | 30.40 |
2023-09-30 | $3.0M | 105k | 28.54 |
2023-06-30 | $1.7M | 56k | 30.74 |
2023-03-31 | $727k | 25k | 29.50 |