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Unified Ser Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Unified Ser Tr (OACP) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Unified Ser Tr

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All positions including Unified Ser Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $345k 15k 23.03
2025-06-30 $202k 8.9k 22.79
2025-03-31 $259k 11k 22.78
2024-12-31 $235k 10k 22.48

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View all positions for LPL Financial

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
First Heartland Consultants
Citadel Advisors
Dynamic Advisors Solutions
Envestnet Asset Management
Meriwether Wealth & Planning
IFP Advisors
Merit Financial Group

View all funds holding Unified Ser Tr