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Unified Ser Tr shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners investment in Unified Ser Tr

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

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Quarterly reported holdings in Unified Ser Tr by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.6M 149k 44.33

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View all positions for Oakmont Partners

Top funds holding Unified Ser Tr

Consolidated Planning Corp
Lokken Investment Group
Oakmont Partners
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
TNB Financial
Tactive Advisors
Employees' Retirement Fund of the City of Fort Worth

View all funds holding Unified Ser Tr