U.S. Capital Wealth Advisors, LLC Unified Ser Tr Ballast Small/M Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 55,940 shares of MGMT stock, worth $2.45 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
55,940
Previous 91,551
38.9%
Holding current value
$2.45 Million
Previous $3.28 Million
34.41%
% of portfolio
0.08%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding MGMT
# of Institutions
44Shares Held
2.99MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA541KShares$23.7 Million3.44% of portfolio
-
High Tower Advisors, LLC Chicago, IL487KShares$21.3 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO341KShares$14.9 Million0.01% of portfolio
-
Lokken Investment Group LLC150KShares$6.56 Million2.55% of portfolio
-
First City Capital Management, Inc.138KShares$6.06 Million2.75% of portfolio