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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
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

Apple (AAPL)
Parker-Hannifin Corporation (PH)
Ishares Tr Msci Ac Asia Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VTI)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl A (BRK.B)
Vanguard Index Fds Small Cp Etf (VUG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Rba Indl Etf (RDVY)
Vanguard Index Fds Small Cp Etf (VTV)
Ishares Tr Msci Ac Asia Etf (IJR)

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
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