Ifp Advisors, Inc Unified Ser Tr Ballast Small/M Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Ifp Advisors, Inc holds 179 shares of MGMT stock, worth $7,836. This represents 0.0% of its overall portfolio holdings.

Number of Shares

179

Previous 179 -0.0%

Holding current value

$7,836

Previous $6,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 09, 2024	BUY	$32.19 - $37.83 $5,762 - $6,771	179 New	179 $6,000

Others Institutions Holding MGMT

# of Institutions

Shares Held

Call Options Held

Put Options Held

Consolidated Planning Corp Atlanta, GA

541K
Shares

$23.7 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

487K
Shares

$21.3 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

341K
Shares

$14.9 Million
0.01% of portfolio
Lokken Investment Group LLC

150K
Shares

$6.56 Million
2.55% of portfolio
First City Capital Management, Inc.

138K
Shares

$6.06 Million
2.75% of portfolio

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About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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