IFP Advisors »

Unified Ser Tr shares owned by IFP Advisors

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by IFP Advisors from 13F filings

Historical chart of IFP Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unified Ser Tr by IFP Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.6k 179 37.01

More positions owned by IFP Advisors

Apple cs (AAPL)
First Tr Exchange-traded mc (FTSM)
Spdr S&p 500 Etf Tr cs (SPY)
Ishares Tr cs (TLT)
Wisdomtree Tr mc (DGRW)
Invesco Qqq Tr mc (QQQ)
Ishares Tr cs (IVW)
Ishares Tr cs (IVV)
J P Morgan Exchange Traded F mc (JQUA)
Microsoft Corp cs (MSFT)
Invesco Exchange Traded Fd T mc (RSP)
Spdr Ser Tr cs (SPLG)
Schwab Strategic Tr cs (SCHG)
Schwab Strategic Tr mc (SCHM)
Ishares Tr cs (ITOT)

View all positions for IFP Advisors

Top funds holding Unified Ser Tr

Consolidated Planning Corp
HighTower Advisors
Stifel Financial
Hedeker Wealth Management
Raymond James & Associates
Rockefeller Capital Management
Steward Partners Investment Advisory
U.S. Capital Wealth Advisors
Envestnet Asset Management
TNB Financial
First City Capital Management
Weaver Consulting Group
Warren Averett Asset Management
Cape Investment Advisory
Resource Planning Group

View all funds holding Unified Ser Tr