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Unified Ser Tr shares owned by SpringVest Wealth Management

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by SpringVest Wealth Management from 13F filings

Historical chart of SpringVest Wealth Management investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by SpringVest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by SpringVest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $309k 7.0k 44.05
2025-06-30 $275k 7.0k 39.48
2025-03-31 $269k 7.0k 38.60
2024-12-31 $315k 7.5k 41.80

More positions owned by SpringVest Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
American Electric Power Company (AEP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for SpringVest Wealth Management

Top funds holding Unified Ser Tr

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Stifel Financial
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Envestnet Asset Management
Cape Investment Advisory
TNB Financial
Tactive Advisors
Steward Partners Investment Advisory

View all funds holding Unified Ser Tr