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Unified Ser Tr shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Unified Ser Tr (OACP) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $44k 1.9k 23.06
2023-03-31 $40k 1.7k 23.08

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View all positions for EverSource Wealth Advisors

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Atria Investments
OneAscent Family Office
Patron Partners Advisors
OneAscent Investment Solutions
RFG Advisory
Cambridge Investment Research Advisors
Citadel Advisors
First Heartland Consultants
Meriwether Wealth & Planning
IFP Advisors
Envestnet Asset Management
Merit Financial Group
Dynamic Advisors Solutions

View all funds holding Unified Ser Tr