Hb Wealth Management, LLC Unified Ser Tr Ballast Small/M Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
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 10,994 shares of MGMT stock, worth $430,744. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,994
Previous 10,992
0.02%
Holding current value
$430,744
Previous $423,000
8.04%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding MGMT
# of Institutions
47Shares Held
2.96MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA569KShares$22.3 Million3.61% of portfolio
-
High Tower Advisors, LLC Chicago, IL477KShares$18.7 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO179KShares$7.03 Million0.01% of portfolio
-
Lokken Investment Group LLC157KShares$6.17 Million3.08% of portfolio
-
First City Capital Management, Inc.152KShares$5.97 Million3.41% of portfolio