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Unified Ser Tr shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Unified Ser Tr

Apr 2024May 2024Jun 2024Jul 2024Aug 2024Sep 2024Oct 20242M2.5M3M50k60k70k
Value ($)Share countHistorical MGMT position of Warren Averett Asset … Source: stockzoa.comValue ($)Share count

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All positions including Unified Ser Tr held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 76k 38.51
2024-06-30 $2.6M 71k 35.88
2024-03-31 $2.0M 52k 37.92