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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Quarterly reported holdings in Unified Ser Tr by Consolidated Planning Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 658k | 44.05 |
| 2025-06-30 | $25M | 633k | 39.48 |
| 2025-03-31 | $22M | 574k | 38.60 |
| 2024-12-31 | $24M | 569k | 41.58 |
| 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 |
More positions owned by Consolidated Planning Corp
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