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Unified Ser Tr shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 49k 37.01
2023-09-30 $1.4M 40k 34.46
2023-06-30 $1.4M 40k 35.36
2023-03-31 $1.4M 41k 33.36

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View all positions for Cape Investment Advisory

Top funds holding Unified Ser Tr

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

View all funds holding Unified Ser Tr