UNIFIED SER TR's ticker is MGMT and the CUSIP is 90470L550. A total of 15 filers reported holding UNIFIED SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,208,927 | -4.1% | 64,109 | -1.6% | 1.87% | +0.4% |
| Q2 2023 | $2,302,696 | +17.3% | 65,125 | +10.6% | 1.86% | +16.9% |
| Q1 2023 | $1,963,842 | +11.9% | 58,868 | +6.6% | 1.60% | +13.6% |
| Q4 2022 | $1,754,625 | +25.2% | 55,249 | +14.6% | 1.40% | +15.4% |
| Q3 2022 | $1,401,000 | +31.9% | 48,229 | +38.0% | 1.22% | +37.8% |
| Q2 2022 | $1,062,000 | -27.0% | 34,953 | -15.4% | 0.88% | -15.4% |
| Q1 2022 | $1,455,000 | +55.1% | 41,298 | +65.1% | 1.04% | +66.1% |
| Q4 2021 | $938,000 | +126.6% | 25,011 | +116.2% | 0.63% | +141.9% |
| Q3 2021 | $414,000 | – | 11,568 | – | 0.26% | – |
Download | ||||||
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% |