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Unified Ser Tr shares owned by Raymond James Trust

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Raymond James Trust from 13F filings

Historical chart of Raymond James Trust investment in Unified Ser Tr

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All positions including Unified Ser Tr held by Raymond James Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Raymond James Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $289k 7.6k 37.92
2023-12-31 $370k 10k 37.01
2023-09-30 $257k 7.5k 34.46