Ruedi Wealth Management »

Unum shares owned by Ruedi Wealth Management

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

Historical chart of Ruedi Wealth Management investment in Unum

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unum by Ruedi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $119 2 59.50
2024-06-30 $204 4 51.00

More positions owned by Ruedi Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Apple (AAPL)

View all positions for Ruedi 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