Jones Financial Companies, L.L »

Unified Ser Tr shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Unified Ser Tr (OACP) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Unified Ser Tr

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All positions including Unified Ser Tr held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-12-31 $21k 888 23.03

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Spdr Ser Tr ETFs (SPYM)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Universal Usd Bd ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

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
First Heartland Consultants
Cambridge Investment Research Advisors
Dynamic Advisors Solutions
Envestnet Asset Management
Merit Financial Group
IFP Advisors
Security Financial Services
Strategic Blueprint

View all funds holding Unified Ser Tr