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Unified Ser Tr shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Unified Ser Tr

Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 202414M16M18M20M400k450k500k550k
Value ($)Share countHistorical MGMT position of Consolidated Planning Corp Source: stockzoa.comValue ($)Share count

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All positions including Unified Ser Tr held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 541k 38.51
2024-06-30 $19M 519k 35.88
2024-03-31 $18M 484k 37.92
2023-12-31 $17M 449k 37.01
2023-09-30 $13M 382k 34.46