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

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

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 $7,865. This represents 0.0% of its overall portfolio holdings.

Number of Shares

179

Previous 179 -0.0%

Holding current value

$7,865

Previous $6,000 16.67%

% 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

3.03M

Call Options Held

Put Options Held

Consolidated Planning Corp Atlanta, GA

633K
Shares

$27.8 Million
3.52% of portfolio
High Tower Advisors, LLC Chicago, IL

372K
Shares

$16.4 Million
0.02% of portfolio
Lokken Investment Group LLC

222K
Shares

$9.74 Million
3.77% of portfolio
Stifel Financial Corp St. Louis, MO

216K
Shares

$9.5 Million
0.01% of portfolio
First City Capital Management, Inc.

140K
Shares

$6.14 Million
3.24% of portfolio

View Full List

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
Sector ETFs
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