UNIFIED SER TR's ticker is MGMT and the CUSIP is 90470L550. A total of 23 filers reported holding UNIFIED SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,451 | +32.4% | 1,087 | +35.9% | 0.00% | – |
| Q2 2023 | $28,286 | +6.0% | 800 | 0.0% | 0.00% | – |
| Q1 2023 | $26,688 | +6.8% | 800 | 0.0% | 0.00% | – |
| Q4 2022 | $25,000 | +4.2% | 800 | -3.6% | 0.00% | – |
| Q3 2022 | $24,000 | -4.0% | 830 | 0.0% | 0.00% | – |
| Q2 2022 | $25,000 | -28.6% | 830 | -15.3% | 0.00% | – |
| Q1 2022 | $35,000 | -40.7% | 980 | -37.4% | 0.00% | – |
| Q4 2021 | $59,000 | -53.9% | 1,565 | -56.1% | 0.00% | – |
| Q3 2021 | $128,000 | +573.7% | 3,565 | +572.6% | 0.00% | – |
| Q2 2021 | $19,000 | – | 530 | – | 0.00% | – |
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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% |