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Unified Ser Tr shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 237k 42.42

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Unified Ser Tr

OneAscent Financial Services
Atria Investments
OneAscent Wealth Management
Plan A Wealth
Wealth Enhancement Advisory Services
OneAscent Family Office
Change Path
Citadel Advisors
ValMark Advisers
Investment Research Partners
Pensionmark Financial Group
Envestnet Asset Management
OneAscent Investment Solutions
Inspire Advisors
Jane Street

View all funds holding Unified Ser Tr