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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

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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