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

Hb Wealth Management, LLC

$15 Billion
Q4 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 4,579 shares of MGMT stock, worth $193,691. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,579

Previous 4,932 7.16%

Holding current value

$193,691

Previous $217,000 11.06%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$42.3 - $44.24 $14,931 - $15,616	-353 Reduced 7.16%	4,579 $193,000
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

Shares Held

2.88M

Call Options Held

Put Options Held

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About UNIFIED SER TR BALLAST SMALL/M

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