Unified Ser Tr shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in Unified Ser Tr
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Quarterly reported holdings in Unified Ser Tr by U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 5.0k | 44.05 |
| 2025-06-30 | $847k | 22k | 39.48 |
| 2025-03-31 | $2.1M | 54k | 38.60 |
| 2024-12-31 | $2.3M | 55k | 41.58 |
| 2024-09-30 | $2.2M | 56k | 38.51 |
| 2024-06-30 | $3.3M | 92k | 35.88 |
| 2024-03-31 | $3.5M | 93k | 37.92 |
| 2023-12-31 | $2.0M | 54k | 37.01 |
| 2023-09-30 | $1.2M | 34k | 34.46 |
More positions owned by U.S. Capital Wealth Advisors
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