Unified Ser Tr shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Unified Ser Tr
Tip: Access up to 7 years of quarterly data
All positions including Unified Ser Tr held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Unified Ser Tr by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53k | 1.2k | 44.19 |
| 2025-06-30 | $21k | 500 | 41.58 |
| 2025-03-31 | $34k | 871 | 38.60 |
| 2024-12-31 | $19k | 500 | 38.51 |
| 2024-09-30 | $19k | 500 | 38.51 |
| 2024-03-31 | $23k | 608 | 37.92 |
| 2023-12-31 | $45k | 1.2k | 37.01 |
| 2023-09-30 | $38k | 1.1k | 34.45 |
| 2023-06-30 | $28k | 800 | 35.36 |
| 2023-03-31 | $27k | 800 | 33.36 |
| 2022-12-31 | $25k | 800 | 31.25 |
| 2022-09-30 | $24k | 830 | 28.92 |
| 2022-06-30 | $25k | 830 | 30.12 |
| 2022-03-31 | $35k | 980 | 35.71 |
| 2021-12-31 | $59k | 1.6k | 37.70 |
| 2021-09-30 | $128k | 3.6k | 35.90 |
| 2021-06-30 | $19k | 530 | 35.85 |