UNIFIED SER TR's ticker is MGMT and the CUSIP is 90470L550. A total of 11 filers reported holding UNIFIED SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,771,632 | +88.9% | 109,463 | +93.8% | 0.00% | +100.0% |
| Q2 2023 | $1,997,026 | +2.7% | 56,480 | -3.1% | 0.00% | 0.0% |
| Q1 2023 | $1,944,543 | +24.6% | 58,290 | +18.6% | 0.00% | 0.0% |
| Q4 2022 | $1,561,100 | -10.8% | 49,155 | -18.4% | 0.00% | 0.0% |
| Q3 2022 | $1,751,000 | -5.4% | 60,258 | -1.0% | 0.00% | 0.0% |
| Q2 2022 | $1,850,000 | -1.3% | 60,874 | +14.5% | 0.00% | 0.0% |
| Q1 2022 | $1,874,000 | +103.5% | 53,179 | +116.6% | 0.00% | – |
| Q4 2021 | $921,000 | +66.2% | 24,557 | +58.7% | 0.00% | – |
| Q3 2021 | $554,000 | +10.8% | 15,478 | +11.4% | 0.00% | – |
| Q2 2021 | $500,000 | – | 13,890 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lokken Investment Group LLC | 74,212 | $2,475,712 | 1.88% |
| Resource Planning Group | 58,868 | $1,963,842 | 1.60% |
| First City Capital Management, Inc. | 61,223 | $1,995,772 | 1.17% |
| Cape Investment Advisory, Inc. | 40,871 | $1,363,471 | 0.83% |
| Weaver Consulting Group | 51,407 | $1,714,923 | 0.78% |
| Frontier Asset Management, LLC | 17,476 | $583,009 | 0.28% |
| Argent Trust Co | 42,380 | $1,413,797 | 0.09% |
| Tidal Investments LLC | 145,834 | $4,866 | 0.08% |
| Sage Mountain Advisors LLC | 10,290 | $343,274 | 0.06% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12,250 | $408,660 | 0.04% |