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Unified Ser Tr shares owned by Centric Wealth Management

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

Historical chart of Centric Wealth Management investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $389k 11k 35.81
2023-12-31 $387k 11k 35.48

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Mastercard Incorporated Cl A (MA)
TJX Companies (TJX)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)

View all positions for Centric Wealth Management

Top funds holding Unified Ser Tr

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

View all funds holding Unified Ser Tr