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Ultimus Managers Tr shares owned by Private Advisor

Quarter-by-quarter ownership of Ultimus Managers Tr (WEEI) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultimus Managers Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-12-31 $308k 14k 21.45

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Top funds holding Ultimus Managers Tr

Westwood Holdings
Susquehanna International
Wealthcare Advisory Partners
Old Mission Capital
LPL Financial
Private Advisor
Founders Financial Alliance

View all funds holding Ultimus Managers Tr