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Unified Ser Tr shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $27M 825k 32.25
2024-03-31 $31M 958k 32.13
2023-12-31 $28M 895k 30.99
2023-09-30 $26M 902k 28.54
2023-06-30 $42M 1.4M 30.74
2023-03-31 $41M 1.4M 29.50
2022-12-31 $24M 899k 26.66
2022-09-30 $21M 901k 23.13

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Trane Technologies SHS (TT)

View all positions for OneAscent Wealth Management

Top funds holding Unified Ser Tr

Atria Investments
OneAscent Financial Services
OneAscent Wealth Management
Jane Street
ValMark Advisers
Cambridge Investment Research Advisors
Intl Fcstone
Dynamic Advisors Solutions
Citadel Advisors
RFG Advisory
Patron Partners Advisors
Kestra Advisory Services
Envestnet Asset Management
Firestone Capital Management
Foundations Investment Advisors

View all funds holding Unified Ser Tr