Summit Asset Management »

Unified Ser Tr shares owned by Summit Asset Management

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

Historical chart of Summit Asset Management investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Summit Asset Management 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 Summit Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $339k 7.7k 44.33

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Schwab Strategic Tr Internl Divid (SCHY)

View all positions for Summit Asset Management

Top funds holding Unified Ser Tr

Consolidated Planning Corp
Lokken Investment Group
Rockefeller Capital Management
Englebert Financial Advisers
Oakmont Partners
First City Capital Management
Weaver Consulting Group
Hedeker Wealth Management
HighTower Advisors
Stifel Financial
Raymond James Financial
Cape Investment Advisory
Warren Averett Asset Management
Envestnet Asset Management
TNB Financial

View all funds holding Unified Ser Tr