Unified Ser Tr shares owned by IFP Advisors
Historical chart of IFP Advisors investment in Unified Ser Tr
Tip: Access up to 7 years of quarterly data
All positions including Unified Ser Tr held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Unified Ser Tr by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $204k | 5.1k | 40.22 |
| 2025-06-30 | $187k | 4.9k | 38.19 |
| 2025-03-31 | $5.0k | 151 | 33.42 |
| 2024-12-31 | $4.8k | 151 | 32.12 |
| 2024-09-30 | $5.2k | 151 | 34.41 |
| 2024-06-30 | $4.9k | 151 | 32.25 |