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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by U.S. Capital Wealth Advisors
View all positions for U.S. Capital Wealth Advisors