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Unified Ser Tr shares owned by Atlas Brown

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Atlas Brown from 13F filings

Historical chart of Atlas Brown investment in Unified Ser Tr

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All positions including Unified Ser Tr held by Atlas Brown consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Atlas Brown

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 5.0k 44.05
2024-12-31 $208k 5.0k 41.59

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View all positions for Atlas Brown

Top funds holding Unified Ser Tr

Consolidated Planning Corp
Lokken Investment Group
First City Capital Management
Weaver Consulting Group
Rockefeller Capital Management
Stifel Financial
Hedeker Wealth Management
Raymond James Financial
HighTower Advisors
Warren Averett Asset Management
Envestnet Asset Management
Cape Investment Advisory
TNB Financial
Tactive Advisors
Steward Partners Investment Advisory

View all funds holding Unified Ser Tr