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Unified Ser Tr shares owned by Allied Private Wealth

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Allied Private Wealth from 13F filings

Historical chart of Allied Private Wealth investment in Unified Ser Tr

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All positions including Unified Ser Tr held by Allied Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $184k 3.7k 49.50

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Top funds holding Unified Ser Tr

Consolidated Planning Corp
Rockefeller Capital Management
Englebert Financial Advisers
Hedeker Wealth Management
First City Capital Management
Oakmont Partners
Weaver Consulting Group
Raymond James Financial
Equitable Holdings
Cape Investment Advisory
HighTower Advisors
Envestnet Asset Management
Warren Averett Asset Management
Commerce Advisors
Employees' Retirement Fund of the City of Fort Worth

View all funds holding Unified Ser Tr