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
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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 |
|---|---|---|---|
| 2025-09-30 | $383k | 11k | 34.81 |
| 2025-06-30 | $425k | 13k | 32.45 |
| 2025-03-31 | $392k | 14k | 28.58 |
| 2024-12-31 | $535k | 18k | 29.63 |
| 2024-09-30 | $646k | 22k | 29.24 |
| 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 |