Hb Wealth Management, LLC Unified Ser Tr Ballast Small/M Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,932 shares of MGMT stock, worth $208,623. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,932
Holding current value
$208,623
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$39.9 - $44.74 $196,786 - $220,657
4,932 New
4,932 $217,000
Q4 2024

Jan 15, 2025
BUY
$37.84 - $44.21 $75 - $88
2 Added 0.02%
10,994 $457,000
Q1 2024

Apr 30, 2024
BUY
$35.02 - $37.92 $5,253 - $5,688
150 Added 1.38%
10,992 $416,000
Q1 2023

Apr 13, 2023
BUY
$31.45 - $35.42 $2,956 - $3,329
94 Added 0.87%
10,842 $361,000
Q1 2022

May 16, 2022
BUY
$34.07 - $38.08 $919 - $1,028
27 Added 0.25%
10,748 $379,000
Q4 2021

Feb 15, 2022
BUY
$35.46 - $38.12 $380,166 - $408,684
10,721 New
10,721 $402,000

Others Institutions Holding MGMT

# of Institutions
50
Shares Held
2.67M
Call Options Held
0
Put Options Held
0
View Full List

About UNIFIED SER TR BALLAST SMALL/M

MGMT Quotes by TradingView
  • Ticker MGMT
  • Sector ETFs
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More about MGMT
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