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
| 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 ↓ |
|---|---|---|---|
| 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% |