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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
2023-12-31 $2.0M 54k 37.01
2023-09-30 $1.2M 34k 34.46

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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