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Unified Ser Tr shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 95k 34.41
2024-06-30 $1.9M 58k 32.25

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Global Reit Etf (REET)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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