Steward Partners Investment Advisory »

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

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unified Ser Tr by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
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