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Unified Ser Tr shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Unified Ser Tr (OALC) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $336k 8.2k 41.03

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View all positions for Commonwealth Equity Services

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Atria Investments
Jones Financial Companies, L.L
Envestnet Asset Management
Patron Partners Advisors
TrueWealth Advisors
LPL Financial
OneAscent Family Office
RFG Advisory
Cambridge Investment Research Advisors
First Heartland Consultants
OneAscent Investment Solutions
Susquehanna International
Security Financial Services

View all funds holding Unified Ser Tr