Resource Planning Group Unified Ser Tr Ballast Small/M Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Resource Planning Group holds 46,217 shares of MGMT stock, worth $1.9 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
46,217
Previous 64,109
27.91%
Holding current value
$1.9 Million
Previous $2.21 Million
22.59%
% of portfolio
1.08%
Previous 1.86%
Shares
10 transactions
Others Institutions Holding MGMT
# of Institutions
46Shares Held
3.03MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA574KShares$23.6 Million3.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL444KShares$18.2 Million0.02% of portfolio
-
Lokken Investment Group LLC207KShares$8.52 Million3.71% of portfolio
-
Stifel Financial Corp St. Louis, MO191KShares$7.83 Million0.01% of portfolio
-
First City Capital Management, Inc.142KShares$5.82 Million3.31% of portfolio