Vera Bank, N.A. Unified Ser Tr Ballast Small/M Transaction History

Vera Bank, N.A.

$445 Million
Q2 2025

A detailed history of Vera Bank, N.A. transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Vera Bank, N.A. holds 9,557 shares of MGMT stock, worth $398,526. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,557

Holding current value

$398,526

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$33.53 - $39.61 $320,446 - $378,552	9,557 New	9,557 $377,000

Others Institutions Holding MGMT

# of Institutions

Shares Held

3.03M

Call Options Held

Put Options Held

Consolidated Planning Corp Atlanta, GA

633K
Shares

$26.4 Million
3.52% of portfolio
High Tower Advisors, LLC Chicago, IL

444K
Shares

$18.5 Million
0.02% of portfolio
Lokken Investment Group LLC

222K
Shares

$9.24 Million
3.77% of portfolio
Stifel Financial Corp St. Louis, MO

191K
Shares

$7.95 Million
0.01% of portfolio
First City Capital Management, Inc.

140K
Shares

$5.82 Million
3.24% of portfolio

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About UNIFIED SER TR BALLAST SMALL/M

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