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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
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)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Unified Ser Tr

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

View all funds holding Unified Ser Tr