Unified Ser Tr shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Unified Ser Tr
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Quarterly reported holdings in Unified Ser Tr by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 40k | 44.05 |
| 2025-06-30 | $1.7M | 43k | 39.48 |
| 2025-03-31 | $1.8M | 47k | 38.60 |
| 2024-12-31 | $2.3M | 55k | 41.58 |
| 2024-09-30 | $2.1M | 53k | 38.51 |
| 2024-06-30 | $2.0M | 55k | 35.88 |
| 2024-03-31 | $3.7M | 97k | 37.92 |
| 2023-12-31 | $3.3M | 88k | 37.01 |
| 2023-09-30 | $2.6M | 74k | 34.46 |
| 2023-06-30 | $2.2M | 63k | 35.36 |
| 2023-03-31 | $1.6M | 48k | 33.36 |
| 2022-12-31 | $1.3M | 40k | 31.76 |
More positions owned by Steward Partners Investment Advisory
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