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Unified Ser Tr shares owned by Harbor Investment Advisory

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Harbor Investment Advisory from 13F filings

Historical chart of Harbor Investment Advisory investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Harbor Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Harbor Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $64k 1.7k 38.51
2024-06-30 $59k 1.6k 35.88

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Top funds holding Unified Ser Tr

Consolidated Planning Corp
HighTower Advisors
Stifel Financial
Lokken Investment Group
First City Capital Management
Hedeker Wealth Management
Rockefeller Capital Management
Weaver Consulting Group
Raymond James & Associates
TNB Financial
Envestnet Asset Management
Cape Investment Advisory
U.S. Capital Wealth Advisors
Steward Partners Investment Advisory
Janney Montgomery Scott

View all funds holding Unified Ser Tr