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OALCOALC
6 quarters

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

JONES FINANCIAL COMPANIES LLLP holds 152,074 shares of OALC (UNIFIED SER TR), worth $6.1M as of 2026-Q2. The position was increased (+110.9% shares). OALC represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$6.1M

Current Shares

152,074

Total Value Change

+$6.1M

Total Shares Change

+151,704

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
152,074
+110.9%
$6.1M0.0%$41.03
44
2026-Q1
Increased
72,105
+47.3%
$2.4M0.0%$35.62
36
2025-Q4
Increased
48,941
+121.7%
$1.7M0.0%$35.72
41
2025-Q3
Increased
22,077
+330.8%
$763,2020.0%$34.49
40
2025-Q2
Increased
5,125
+1285.1%
$165,3730.0%$32.08
36
2025-Q1
New
370
-
$10,5310.0%$28.29
26

Other major holders of OALC: ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC

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