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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

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All positions including Unified Ser Tr held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
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