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Unified Ser Tr shares owned by Raymond James Financial Services Advisors

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

Historical chart of Raymond James Financial Services Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Raymond James Financial Services Advisors 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 Services Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 43k 37.92
2023-12-31 $3.6M 96k 37.01
2023-09-30 $3.3M 96k 34.46

More positions owned by Raymond James Financial Services Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Vanguard Index Fds Value Etf (VTV)
Home Depot (HD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Raymond James Financial Services Advisors

Top funds holding Unified Ser Tr

Consolidated Planning Corp
HighTower Advisors
Stifel Financial
Hedeker Wealth Management
Raymond James & Associates
Rockefeller Capital Management
Steward Partners Investment Advisory
TNB Financial
First City Capital Management
Weaver Consulting Group
U.S. Capital Wealth Advisors
Cape Investment Advisory
Resource Planning Group
Mercer Global Advisors
Janney Montgomery Scott

View all funds holding Unified Ser Tr