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Ultimus Managers Tr shares owned by Parallel Advisors

Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Parallel Advisors from 13F filings

Historical chart of Parallel Advisors investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr held by Parallel Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultimus Managers Tr by Parallel Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $148k 5.6k 26.42
2025-06-30 $22k 800 27.09
2025-03-31 $22k 800 27.82
2024-12-31 $22k 800 27.28
2024-09-30 $21k 800 25.71

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Microsoft Stock (MSFT)
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Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
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Vanguard Large Cap Etf (VV)
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Ishares Core Msci Eafe Etf Etf (IEFA)

View all positions for Parallel Advisors

Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
Janney Montgomery Scott
Stifel Financial
Miller Global Investments
Rockefeller Capital Management
North Star Investment Management
Jane Street
Cambridge Investment Research Advisors
Clear Trail Advisors
Advisor Group Holdings
Wealthcare Advisory Partners
Steward Partners Investment Advisory
Old Mission Capital
Oppenheimer & Co

View all funds holding Ultimus Managers Tr