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EQTYEQTY
15 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in VALUED ADVISERS TR

OSAIC HOLDINGS, INC. holds 244 shares of EQTY (VALUED ADVISERS TR), worth $6,819 as of 2026-Q2.

Current Value

$6,819

Current Shares

244

Total Value Change

+$2,819

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
244
0.0%
$6,8190.0%$27.95
0
2026-Q1
Unchanged
244
0.0%
$6,2090.0%$27.21
0
2025-Q4
Unchanged
244
0.0%
$6,5850.0%$27.17
0
2025-Q3
Unchanged
244
0.0%
$6,3120.0%$25.62
0
2025-Q2
Unchanged
244
0.0%
$6,1090.0%$24.90
0
2025-Q1
Unchanged
244
0.0%
$5,6580.0%$23.10
0
2024-Q4
New
244
-
$5,7970.0%$23.84
24
2024-Q3
Exited
0
-100.0%
$00.0%$23.14
0
2024-Q2
Unchanged
244
0.0%
$5,2850.0%$21.59
0
2024-Q1
Unchanged
244
0.0%
$5,3530.0%$21.86
0
2023-Q4
Unchanged
244
0.0%
$4,8510.0%$19.81
0
2023-Q3
Unchanged
244
0.0%
$4,4090.0%$17.96
0
2023-Q2
Unchanged
244
0.0%
$4,5380.0%$18.29
0
2023-Q1
Unchanged
244
0.0%
$4,1880.0%$16.75
0
2022-Q4
New
244
-
$4,0000.0%$15.61
22

Other major holders of EQTY: Focus Partners Wealth, NorthCoast Asset Management LLC

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