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Unified Ser Tr shares owned by CX Institutional

Quarter-by-quarter ownership of Unified Ser Tr (OALC) shares owned by CX Institutional from 13F filings

Historical chart of CX Institutional investment in Unified Ser Tr

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

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Quarterly reported holdings in Unified Ser Tr by CX Institutional

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 404 34.65

More positions owned by CX Institutional

iShares ETFs/USA Etp (SGOV)
iShares ETFs/USA Etp (IEFA)
State Street ETF/USA Etp (SPTI)
Vanguard ETF/USA Etp (VO)
iShares ETFs/USA Etp (IVE)
Vanguard ETF/USA Etp (BNDX)
Apple (AAPL)
iShares ETFs/USA Etp (IVV)
Vanguard ETF/USA Etp (VB)
State Street ETF/USA Etp (SPMB)
Vanguard ETF/USA Etp (MGK)
State Street ETF/USA Etp (SPBO)
iShares ETFs/USA Etp (IWF)
iShares ETFs/USA Etp (IUSG)
NVIDIA Corporation (NVDA)

View all positions for CX Institutional

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Atria Investments
OneAscent Family Office
Patron Partners Advisors
TrueWealth Advisors
Cambridge Investment Research Advisors
RFG Advisory
Envestnet Asset Management
First Heartland Consultants
LPL Financial
OneAscent Investment Solutions
Jones Financial Companies, L.L
Jane Street
Meriwether Wealth & Planning

View all funds holding Unified Ser Tr