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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $22,063 | – | 624 | – | 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% |