Envestnet Portfolio Solutions, Inc.
Position in OAEM — ONEASCENT EMERGING MARKETS ETF
CIK 1998033
BERWYN, PA
All Filings in OAEM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OAEM | $264,795 | 6,568 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 OAEM | $520,072 | 14,198 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 OAEM | $397,000 | 11,534 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 OAEM | $473,847 | 14,643 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 OAEM | $476,993 | 16,609 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 OAEM | $449,837 | 15,435 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 OAEM | $453,015 | 14,802 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 OAEM | $619,004 | 20,362 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 OAEM | $617,423 | 20,600 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 OAEM | $405,820 | 13,860 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 OAEM | $283,158 | 10,568 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||