Unified Ser Tr shares owned by Benjamin F. Edwards & Company
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Benjamin F. Edwards & Company
from 13F filings
Historical chart of Benjamin F. Edwards & Company investment in Unified Ser Tr
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Quarterly reported holdings in Unified Ser Tr by Benjamin F. Edwards & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $900k | 25k | 35.87 |
| 2024-03-31 | $941k | 25k | 37.92 |
| 2023-12-31 | $907k | 25k | 37.01 |
| 2023-09-30 | $234k | 6.8k | 34.44 |
| 2023-06-30 | $365k | 10k | 35.34 |
| 2023-03-31 | $342k | 10k | 33.38 |
| 2022-12-31 | $452k | 14k | 31.75 |
| 2022-09-30 | $456k | 16k | 29.03 |
| 2022-06-30 | $563k | 19k | 30.37 |
| 2022-03-31 | $595k | 17k | 35.25 |
| 2021-12-31 | $592k | 16k | 37.51 |
| 2021-09-30 | $317k | 8.8k | 35.85 |
| 2021-06-30 | $105k | 2.9k | 36.12 |
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