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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
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

Atria Investments
OneAscent Financial Services
OneAscent Wealth Management
Cambridge Investment Research Advisors
Kestra Advisory Services
RFG Advisory
Gts Securities
Patron Partners Advisors
Royal Bank of Canada
EverSource Wealth Advisors
UBS Group

View all funds holding Unified Ser Tr