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Unified Ser Tr shares owned by Prime Capital Investment Advisors

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Prime Capital Investment Advisors from 13F filings

Historical chart of Prime Capital Investment Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Unified Ser Tr by Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $246k 6.4k 38.51
2024-06-30 $251k 7.0k 35.88
2024-03-31 $978k 26k 37.92
2023-12-31 $262k 7.1k 37.01

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Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)
Ishares Tr Core S&p Ttl Stk Etf (ITOT)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Apple Stock (AAPL)
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Ishares Tr Core Us Aggbd Et Etf (AGG)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Vanguard Index Fds Value Etf Etf (VTV)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Schwab Strategic Tr Intl Eqty Etf Etf (SCHF)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Vanguard World Fd Mega Grwth Ind Etf (MGK)
American Centy Etf Tr Emerging Etf (AVLV)

View all positions for Prime Capital Investment Advisors

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