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 $431,861. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,183
Previous 10,883
6.43%
Holding current value
$431,861
Previous $412,000
11.41%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding MGMT
# of Institutions
46Shares Held
3.07MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA569KShares$24.1 Million3.61% of portfolio
-
High Tower Advisors, LLC Chicago, IL487KShares$20.7 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO341KShares$14.5 Million0.01% of portfolio
-
First City Capital Management, Inc.152KShares$6.46 Million3.41% of portfolio
-
Lokken Investment Group LLC150KShares$6.35 Million2.55% of portfolio