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 | $840,798 | -8.4% | 24,402 | -6.0% | 0.38% | -8.6% |
| Q2 2023 | $917,833 | +57.4% | 25,958 | +48.5% | 0.42% | +51.1% |
| Q1 2023 | $583,009 | +23.8% | 17,476 | +17.8% | 0.28% | +27.8% |
| Q4 2022 | $471,104 | -30.1% | 14,834 | -36.0% | 0.22% | -63.0% |
| Q3 2022 | $674,000 | -4.9% | 23,184 | -0.6% | 0.58% | -1.2% |
| Q2 2022 | $709,000 | – | 23,334 | – | 0.59% | – |
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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% |