LPL Financial »

Unified Ser Tr shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unified Ser Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $371k 8.4k 44.05
2025-06-30 $342k 8.7k 39.48
2025-03-31 $399k 10k 38.60

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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