Unified Ser Tr shares owned by Resource Planning Group
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Resource Planning Group
from 13F filings
Historical chart of Resource Planning Group investment in Unified Ser Tr
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Quarterly reported holdings in Unified Ser Tr by Resource Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 46k | 37.01 |
| 2023-09-30 | $2.2M | 64k | 34.46 |
| 2023-06-30 | $2.3M | 65k | 35.36 |
| 2023-03-31 | $2.0M | 59k | 33.36 |
| 2022-12-31 | $1.8M | 55k | 31.76 |
| 2022-09-30 | $1.4M | 48k | 29.05 |
| 2022-06-30 | $1.1M | 35k | 30.38 |
| 2022-03-31 | $1.5M | 41k | 35.23 |
| 2021-12-31 | $938k | 25k | 37.50 |
| 2021-09-30 | $414k | 12k | 35.79 |