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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

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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