Hb Wealth Management, LLC Unified Ser Tr Ballast Small/M Transaction History

Hb Wealth Management, LLC

  • $7.99 Billion
  • Q1 2024

A detailed history of Hb Wealth Management, LLC transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Hb Wealth Management, LLC holds 10,992 shares of MGMT stock, worth $414,068. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,992
Previous 10,842 1.38%
Holding current value
$414,068
Previous $401,000 3.74%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$35.02 - $37.92 $5,253 - $5,688
150 Added 1.38%
10,992 $416,000
Q1 2023

Apr 13, 2023
BUY
$31.45 - $35.42 $2,956 - $3,329
94 Added 0.87%
10,842 $361,000
Q1 2022

May 16, 2022
BUY
N/A
27 Added 0.25%
10,748 $379,000
Q4 2021

Feb 15, 2022
BUY
N/A
10,721 New
10,721 $402,000

Others Institutions Holding MGMT

# of Institutions
43
Shares Held
2.82M
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
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