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Unified Ser Tr shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $146k 3.3k 44.05
2025-06-30 $131k 3.3k 39.48

More positions owned by Global Retirement Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Arthur J. Gallagher & Co. (AJG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tesla Motors (TSLA)
Ishares Tr Short Treas Bd (SHV)
Meta Platforms Cl A (META)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Global Retirement Partners

Top funds holding Unified Ser Tr

Consolidated Planning Corp
Lokken Investment Group
First City Capital Management
Weaver Consulting Group
Rockefeller Capital Management
Stifel Financial
Hedeker Wealth Management
Raymond James Financial
HighTower Advisors
Warren Averett Asset Management
Envestnet Asset Management
Cape Investment Advisory
TNB Financial
Tactive Advisors
Steward Partners Investment Advisory

View all funds holding Unified Ser Tr