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Unified Ser Tr shares owned by Kestra Advisory Services

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

Historical chart of Kestra Advisory Services investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $672k 24k 27.93
2024-03-31 $2.1M 77k 27.35
2023-12-31 $1.9M 75k 24.94
2023-09-30 $835k 37k 22.50
2023-06-30 $376k 16k 22.96

More positions owned by Kestra Advisory Services

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Ishares Tr Core S&p500 Etf (IVV)
Parker-Hannifin Corporation (PH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Value Etf (VTV)

View all positions for Kestra Advisory Services

Top funds holding Unified Ser Tr

Atria Investments
OneAscent Financial Services
OneAscent Wealth Management
Cambridge Investment Research Advisors
Patron Partners Advisors
TrueWealth Advisors
Dynamic Advisors Solutions
RFG Advisory
Jane Street
Kestra Advisory Services
Susquehanna International

View all funds holding Unified Ser Tr