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OALCOALC
5 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in UNIFIED SER TR

ENVESTNET ASSET MANAGEMENT INC holds 150,498 shares of OALC (UNIFIED SER TR), worth $6.2M as of 2026-Q2. The position was increased (+37.1% shares). OALC represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$6.2M

Current Shares

150,498

Total Value Change

+$5.8M

Total Shares Change

+137,644

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
150,498
+37.1%
$6.2M0.0%$41.03
36
2026-Q1
Increased
109,792
+62.9%
$3.8M0.0%$34.27
39
2025-Q4
Increased
67,402
+50.2%
$2.4M0.0%$35.45
36
2025-Q3
Increased
44,887
+249.2%
$1.6M0.0%$34.60
41
2025-Q2
New
12,854
-
$417,1120.0%$32.26
33

Other major holders of OALC: JONES FINANCIAL COMPANIES LLLP, LPL Financial LLC, Kestra Advisory Services, LLC

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