Consolidated Planning Corp Unified Ser Tr Ballast Small/M Transaction History

Consolidated Planning Corp

  • $605 Million
  • Q3 2024

A detailed history of Consolidated Planning Corp transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Consolidated Planning Corp holds 541,279 shares of MGMT stock, worth $22.5 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares
541,279
Previous 519,073 4.28%
Holding current value
$22.5 Million
Previous $18.6 Million 11.92%
% of portfolio
3.44%
Previous 3.39%

Shares

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

Oct 31, 2024
BUY
$34.88 - $39.23 $774,545 - $871,141
22,206 Added 4.28%
541,279 $20.8 Million
Q2 2024

Aug 02, 2024
BUY
$35.08 - $37.53 $1.24 Million - $1.32 Million
35,275 Added 7.29%
519,073 $18.6 Million
Q1 2024

May 02, 2024
BUY
$35.02 - $37.92 $1.21 Million - $1.31 Million
34,645 Added 7.71%
483,798 $18.3 Million
Q4 2023

Feb 02, 2024
BUY
$32.19 - $37.83 $2.16 Million - $2.54 Million
67,060 Added 17.55%
449,153 $16.6 Million
Q3 2023

Nov 08, 2023
BUY
$33.93 - $37.01 $13 Million - $14.1 Million
382,093 New
382,093 $13.2 Million

Others Institutions Holding MGMT

# of Institutions
45
Shares Held
3M
Call Options Held
0
Put Options Held
0
View Full List

About UNIFIED SER TR BALLAST SMALL/M

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