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Unified Ser Tr shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Unified Ser Tr (OALC) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $348 10 34.80
2025-06-30 $325 10 32.50
2025-03-31 $40k 1.4k 28.58
2024-03-31 $15k 583 24.94
2023-12-31 $15k 583 24.94
2023-03-31 $23k 1.0k 22.08

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View all positions for EverSource Wealth Advisors

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
First Heartland Consultants
Envestnet Asset Management
LPL Financial
OneAscent Investment Solutions
Jones Financial Companies, L.L
Meriwether Wealth & Planning
Susquehanna International

View all funds holding Unified Ser Tr