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Unified Ser Tr shares owned by TNB Financial

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by TNB Financial from 13F filings

Historical chart of TNB Financial investment in Unified Ser Tr

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All positions including Unified Ser Tr held by TNB Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by TNB Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 71k 37.92
2023-12-31 $2.5M 68k 37.01
2023-09-30 $2.3M 67k 34.46

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View all positions for TNB Financial

Top funds holding Unified Ser Tr

Consolidated Planning Corp
HighTower Advisors
Stifel Financial
Hedeker Wealth Management
Raymond James & Associates
Rockefeller Capital Management
Steward Partners Investment Advisory
TNB Financial
First City Capital Management
Weaver Consulting Group
U.S. Capital Wealth Advisors
Cape Investment Advisory
Resource Planning Group
Mercer Global Advisors
Janney Montgomery Scott

View all funds holding Unified Ser Tr