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Unified Ser Tr shares owned by Citadel Advisors

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

Historical chart of Citadel Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Citadel Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $398k 10k 38.51
2024-06-30 $645k 18k 35.88
2022-03-31 $251k 7.1k 35.20
2021-12-31 $528k 14k 37.50
2021-09-30 $289k 8.1k 35.82
2020-12-31 $255k 9.6k 26.68

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View all positions for Citadel Advisors

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