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
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Quarterly reported holdings in Unified Ser Tr by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $891k | 22k | 40.22 |
| 2025-06-30 | $850k | 22k | 38.19 |
| 2025-03-31 | $816k | 24k | 33.42 |
| 2024-12-31 | $801k | 25k | 32.12 |
| 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 |