UNIFIED SER TR's ticker is MGMT and the CUSIP is 90470L550. A total of 23 filers reported holding UNIFIED SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234 | -35.9% | 6,794 | -34.2% | 0.01% | -35.7% |
| Q2 2023 | $365 | +6.7% | 10,327 | +0.8% | 0.01% | 0.0% |
| Q1 2023 | $342 | -24.3% | 10,245 | -28.0% | 0.01% | -30.0% |
| Q4 2022 | $452 | -99.9% | 14,235 | -9.4% | 0.02% | -13.0% |
| Q3 2022 | $456,000 | -19.0% | 15,707 | -15.3% | 0.02% | -14.8% |
| Q2 2022 | $563,000 | -5.4% | 18,541 | +9.8% | 0.03% | 0.0% |
| Q1 2022 | $595,000 | +0.5% | 16,881 | +7.0% | 0.03% | +3.8% |
| Q4 2021 | $592,000 | +86.8% | 15,782 | +78.5% | 0.03% | +62.5% |
| Q3 2021 | $317,000 | +201.9% | 8,842 | +204.2% | 0.02% | +220.0% |
| Q2 2021 | $105,000 | – | 2,907 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consolidated Planning Corp | 382,093 | $13,165,282 | 2.92% |
| Lokken Investment Group LLC | 119,474 | $4,116,560 | 2.70% |
| Hedeker Wealth, LLC | 191,839 | $6,609,947 | 2.29% |
| Resource Planning Group | 64,109 | $2,208,927 | 1.87% |
| First City Capital Management, Inc. | 61,682 | $2,125,297 | 1.33% |
| Weaver Consulting Group | 58,095 | $2,001,695 | 0.90% |
| Cape Investment Advisory, Inc. | 40,304 | $1,388,717 | 0.79% |
| Frontier Asset Management, LLC | 24,402 | $840,798 | 0.38% |
| Thomasville National Bank | 66,608 | $2,295,025 | 0.23% |
| Argent Trust Co | 27,430 | $945,123 | 0.05% |