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OACPOACP
3 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in UNIFIED SER TR

JONES FINANCIAL COMPANIES LLLP holds 16,797 shares of OACP (UNIFIED SER TR), worth $383,643 as of 2026-Q2. The position was increased (+389.0% shares). OACP represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$383,643

Current Shares

16,797

Total Value Change

+$363,188

Total Shares Change

+15,909

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
16,797
+389.0%
$383,6430.0%$22.72
38
2026-Q1
Increased
3,435
+286.8%
$77,7680.0%$23.12
23
2025-Q4
New
888
-
$20,4550.0%$23.01
29

Other major holders of OACP: ENVESTNET ASSET MANAGEMENT INC, CITADEL ADVISORS LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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