UNIFIED SER TR's ticker is MGMT and the CUSIP is 90470L550. A total of 11 filers reported holding UNIFIED SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,868,215 | -1.8% | 83,243 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $2,921,404 | +105863.1% | 82,623 | -0.0% | 0.01% | -8.3% |
| Q1 2023 | $2,757 | -9.3% | 82,652 | -13.7% | 0.01% | -20.0% |
| Q4 2022 | $3,040 | -99.9% | 95,751 | +6.9% | 0.02% | +15.4% |
| Q3 2022 | $2,601,000 | +11.6% | 89,535 | +16.8% | 0.01% | +8.3% |
| Q2 2022 | $2,330,000 | 0.0% | 76,672 | +15.9% | 0.01% | +9.1% |
| Q1 2022 | $2,330,000 | +256.8% | 66,143 | +279.7% | 0.01% | +266.7% |
| Q4 2021 | $653,000 | +617.6% | 17,420 | +583.1% | 0.00% | – |
| Q3 2021 | $91,000 | +152.8% | 2,550 | +153.5% | 0.00% | – |
| Q2 2021 | $36,000 | – | 1,006 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lokken Investment Group LLC | 114,951 | $4,064,437 | 2.65% |
| Resource Planning Group | 65,125 | $2,302,696 | 1.86% |
| First City Capital Management, Inc. | 59,787 | $2,113,949 | 1.25% |
| Weaver Consulting Group | 56,117 | $1,984,177 | 0.88% |
| Cape Investment Advisory, Inc. | 40,354 | $1,426,852 | 0.80% |
| Frontier Asset Management, LLC | 25,958 | $917,833 | 0.42% |
| Argent Trust Co | 29,430 | $1,040,585 | 0.06% |
| Tidal Investments LLC | 51,244 | $1,812 | 0.05% |
| Sage Mountain Advisors LLC | 10,290 | $363,834 | 0.05% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11,500 | $406,617 | 0.04% |