UNIFIED SER TR's ticker is MGMT and the CUSIP is 90470L550.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,182 | – | 63,342 | – | 0.01% | – |
Download | ||||||
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% |