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WEEIWEEI
2 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ULTIMUS MANAGERS TR

OSAIC HOLDINGS, INC. holds 5,353 shares of WEEI (ULTIMUS MANAGERS TR), worth $118,413 as of 2026-Q2. The position was increased (+574.2% shares). WEEI represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$118,413

Current Shares

5,353

Total Value Change

+$98,890

Total Shares Change

+4,559

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,353
+574.2%
$118,4130.0%$21.91
35
2026-Q1
New
794
-
$19,5230.0%$23.66
29

Other major holders of WEEI: WESTWOOD HOLDINGS GROUP INC

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