Benjamin Edwards »

Unified Ser Tr shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards investment in Unified Ser Tr

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

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Quarterly reported holdings in Unified Ser Tr by Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2024-09-30 $997k 26k 38.51

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Bb Rat Corp Bd (HYBB)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Home Depot (HD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
World Gold Tr Spdr Gld Minis (GLDM)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Costco Wholesale Corporation (COST)
McDonald's Corporation (MCD)

View all positions for Benjamin Edwards

Top funds holding Unified Ser Tr

Consolidated Planning Corp
HighTower Advisors
Stifel Financial
Lokken Investment Group
First City Capital Management
Hedeker Wealth Management
Rockefeller Capital Management
Weaver Consulting Group
Raymond James & Associates
TNB Financial
Envestnet Asset Management
Cape Investment Advisory
U.S. Capital Wealth Advisors
Steward Partners Investment Advisory
Janney Montgomery Scott

View all funds holding Unified Ser Tr