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Unum shares owned by Wetzel Investment Advisors

Quarter-by-quarter ownership of Unum (UNM) shares owned by Wetzel Investment Advisors from 13F filings

Historical chart of Wetzel Investment Advisors investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by Wetzel Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $314k 6.2k 50.79
2023-12-31 $339k 7.5k 45.26

More positions owned by Wetzel Investment Advisors

Ishares Tr Core Us Aggbd Et Agg (AGG)
Vanguard Index Funds S&p 500 Etf Voo (VOO)
Jpmorgan Chase & Company JPM (JPM)
Eli Lilly & Company Lly (LLY)
Ishares Tr Rus 1000 Grw Etf Iwf (IWF)
Vanguard Extended Market Etf VXF (VXF)
First Trust Morningstar Dividend Leaders Index Fund FDL (FDL)
First Trust Capital Strength Etf FTCS (FTCS)
Ishares Tr Conv Bd Etf Icvt (ICVT)
Ishares Tr Intl Sel Div Etf Idv (IDV)
Spdr S&p 500 Etf Spy (SPY)
Ishares Tr Core S&p Mcp Etf Ijh (IJH)
Vanguard Value Etf VTV (VTV)
Ishares Incorporated Core Msci Emkt Iemg (IEMG)
Vanguard Total International Stock Etf Vxus (VXUS)

View all positions for Wetzel Investment Advisors

Top funds holding Unum

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

View all funds holding Unum