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Unified Ser Tr shares owned by Heritage Trust

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Heritage Trust from 13F filings

Historical chart of Heritage Trust investment in Unified Ser Tr

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All positions including Unified Ser Tr held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Heritage Trust

Quarter filed Position value Share count Share price at filing
2024-06-30 $365k 10k 35.88
2024-03-31 $413k 11k 37.92

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View all positions for Heritage Trust

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