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Unified Ser Tr shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 31k 34.81
2025-06-30 $941k 29k 32.45
2025-03-31 $664k 23k 28.58
2024-12-31 $555k 19k 29.63
2024-09-30 $487k 17k 29.24

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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