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Unum shares owned by Aries Wealth Management

Quarter-by-quarter ownership of Unum (UNM) shares owned by Aries Wealth Management from 13F filings

Historical chart of Aries Wealth Management investment in Unum

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All positions including Unum held by Aries Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Aries Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $348k 5.8k 59.44

More positions owned by Aries Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Amazon (AMZN)
Caterpillar (CAT)
Home Depot (HD)
Exxon Mobil Corporation (XOM)
Meta Platforms Cl A (META)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Aries Wealth Management

Top funds holding Unum

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Charles Schwab Investment Management
Dimensional Fund Advisors
Morgan Stanley
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Donald Smith & Co
LSV Asset Management
AQR Capital Management
Nordea Investment Management Ab
Goldman Sachs Group
Bank of New York Mellon

View all funds holding Unum