Unified Ser Tr shares owned by Plan A Wealth
Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Plan A Wealth
from 13F filings
Historical chart of Plan A Wealth investment in Unified Ser Tr
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All positions including Unified Ser Tr held by Plan A Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Unified Ser Tr by Plan A Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 588k | 40.22 |
| 2025-06-30 | $19M | 485k | 38.19 |
| 2025-03-31 | $7.2M | 215k | 33.42 |
| 2024-12-31 | $1.2M | 36k | 32.12 |