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Unified Ser Tr shares owned by IFP Advisors

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

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

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Quarterly reported holdings in Unified Ser Tr by IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $473k 14k 34.81
2025-06-30 $457k 14k 32.45
2025-03-31 $116k 4.0k 28.58
2024-12-31 $91k 3.1k 29.63
2024-09-30 $34k 1.1k 29.24

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Amazon cs (AMZN)
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Wisdomtree Tr Us Qtly Div Grt mc (DGRW)
Spdr Index cs (SPDW)
Vanguard Index Fds S&p 500 Etf mc (VOO)

View all positions for IFP 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