Capital Advisors, Ltd. LLC Unified Ser Tr Ballast Small/M Transaction History

Capital Advisors, Ltd. LLC

  • $806 Million
  • Q3 2024

A detailed history of Capital Advisors, Ltd. LLC transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 3,228 shares of MGMT stock, worth $131,799. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,228
Previous 2,100 53.71%
Holding current value
$131,799
Previous $75,000 65.33%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$34.88 - $39.23 $39,344 - $44,251
1,128 Added 53.71%
3,228 $124,000
Q2 2024

Jul 25, 2024
BUY
$35.08 - $37.53 $73,668 - $78,813
2,100 New
2,100 $75,000

Others Institutions Holding MGMT

# of Institutions
41
Shares Held
2.9M
Call Options Held
0
Put Options Held
0
View Full List

About UNIFIED SER TR BALLAST SMALL/M

MGMT Quotes by TradingView
  • Ticker MGMT
  • Sector ETFs
  • Industry ETFs
More about MGMT
Track This Portfolio

Track Capital Advisors, Ltd. LLC Portfolio

Follow Capital Advisors, Ltd. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors, Ltd. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors, Ltd. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email