Heritage Trust CO Unified Ser Tr Ballast Small/M Transaction History
Heritage Trust CO
- $750 Million
- Q2 2024
A detailed history of Heritage Trust CO transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Heritage Trust CO holds 10,183 shares of MGMT stock, worth $429,111. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,183
Previous 10,883
6.43%
Holding current value
$429,111
Previous $412,000
11.41%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding MGMT
# of Institutions
44Shares Held
2.99MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA541KShares$22.8 Million3.44% of portfolio
-
High Tower Advisors, LLC Chicago, IL487KShares$20.5 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO341KShares$14.4 Million0.01% of portfolio
-
Lokken Investment Group LLC150KShares$6.31 Million2.55% of portfolio
-
First City Capital Management, Inc.138KShares$5.83 Million2.75% of portfolio