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OACPOACP
7 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in UNIFIED SER TR

LPL Financial LLC holds 21,637 shares of OACP (UNIFIED SER TR), worth $491,484 as of 2026-Q2. The position was increased (+17.7% shares). OACP represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$491,484

Current Shares

21,637

Total Value Change

+$256,734

Total Shares Change

+11,196

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21,637
+17.7%
$491,4840.0%$22.72
28
2026-Q1
Increased
18,383
+22.9%
$417,6620.0%$23.12
29
2025-Q4
New
14,963
-
$344,6710.0%$23.01
33
2025-Q3
Exited
0
-100.0%
$00.0%$22.72
0
2025-Q2
Decreased
8,871
-22.1%
$202,1260.0%$22.14
0
2025-Q1
Increased
11,389
+9.1%
$259,4300.0%$21.89
25
2024-Q4
New
10,441
-
$234,7500.0%$21.44
32

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

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