UBS Group AG - UNIFIED SER TR ownership

UNIFIED SER TR's ticker is MGMT and the CUSIP is 90470L550. A total of 30 filers reported holding UNIFIED SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
UBS Group AG ownership history of UNIFIED SER TR
ValueSharesWeighting
Q3 2023$6,684
-39.2%
194
-37.4%
0.00%
Q1 2022$11,000
-52.2%
310
-50.8%
0.00%
Q3 2021$23,000
+283.3%
630
+268.4%
0.00%
Q2 2021$6,000
+200.0%
171
+185.0%
0.00%
Q1 2021$2,000600.00%
Other shareholders
UNIFIED SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Consolidated Planning Corp 382,093$13,165,2822.92%
Lokken Investment Group LLC 119,474$4,116,5602.70%
Hedeker Wealth, LLC 191,839$6,609,9472.29%
Resource Planning Group 64,109$2,208,9271.87%
First City Capital Management, Inc. 61,682$2,125,2971.33%
Weaver Consulting Group 58,095$2,001,6950.90%
Cape Investment Advisory, Inc. 40,304$1,388,7170.79%
Frontier Asset Management, LLC 24,402$840,7980.38%
Thomasville National Bank 66,608$2,295,0250.23%
Argent Trust Co 27,430$945,1230.05%
View complete list of UNIFIED SER TR shareholders