Unified Ser Tr shares owned by Raymond James Trust
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Raymond James Trust
from 13F filings
Historical chart of Raymond James Trust investment in Unified Ser Tr
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All positions including Unified Ser Tr held by Raymond James Trust 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 Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $769k | 20k | 38.51 |
| 2024-06-30 | $712k | 20k | 35.88 |
| 2024-03-31 | $289k | 7.6k | 37.92 |
| 2023-12-31 | $370k | 10k | 37.01 |
| 2023-09-30 | $257k | 7.5k | 34.46 |