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Unified Ser Tr shares owned by Raymond James Financial

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

Historical chart of Raymond James Financial investment in Unified Ser Tr

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

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Quarterly reported holdings in Unified Ser Tr by Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 103k 44.05
2025-06-30 $4.4M 111k 39.48
2025-03-31 $3.8M 97k 38.60
2024-12-31 $4.3M 104k 41.58

More positions owned by Raymond James Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Raymond James 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