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OAEMOAEM
12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in UNIFIED SER TR

Envestnet Portfolio Solutions, Inc. holds 6,591 shares of OAEM (UNIFIED SER TR), worth $328,795 as of 2026-Q2. The position was increased (+0.3% shares). OAEM represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$328,795

Current Shares

6,591

Total Value Change

+$45,637

Total Shares Change

-3,977

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6,591
+0.3%
$328,7950.0%$49.89
24
2026-Q1
Decreased
6,568
-53.7%
$264,7940.0%$41.99
0
2025-Q4
Increased
14,198
+23.1%
$520,0730.0%$36.68
29
2025-Q3
Decreased
11,534
-21.2%
$397,0000.0%$33.98
0
2025-Q2
Decreased
14,643
-11.8%
$473,8470.0%$31.97
0
2025-Q1
Increased
16,609
+7.6%
$476,9960.0%$28.65
26
2024-Q4
Increased
15,435
+4.3%
$449,8390.0%$29.10
25
2024-Q3
Decreased
14,802
-27.3%
$453,0200.0%$30.78
0
2024-Q2
Decreased
20,362
-1.2%
$619,0050.0%$29.89
0
2024-Q1
Increased
20,600
+48.6%
$617,4250.0%$29.47
34
2023-Q4
Increased
13,860
+31.1%
$405,8210.0%$28.79
30
2023-Q3
New
10,568
-
$283,1580.0%$25.92
32

Other major holders of OAEM: JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC

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