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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
2023-12-31 $17M 449k 37.01
2023-09-30 $13M 382k 34.46

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View all positions for Consolidated Planning Corp

Top funds holding Unified Ser Tr

Consolidated Planning Corp
HighTower Advisors
Stifel Financial
Hedeker Wealth Management
Raymond James & Associates
Rockefeller Capital Management
Steward Partners Investment Advisory
TNB Financial
First City Capital Management
Weaver Consulting Group
U.S. Capital Wealth Advisors
Cape Investment Advisory
Resource Planning Group
Mercer Global Advisors
Raymond James Financial Services Advisors

View all funds holding Unified Ser Tr