Ifp Advisors, Inc Unified Ser Tr Ballast Small/M Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Ifp Advisors, Inc holds 179 shares of MGMT stock, worth $7,552. This represents 0.0% of its overall portfolio holdings.

Number of Shares

179

Previous 179 -0.0%

Holding current value

$7,552

Previous $6,000 16.67%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 09, 2024	BUY	$32.19 - $37.83 $5,762 - $6,771	179 New	179 $6,000

Others Institutions Holding MGMT

# of Institutions

Shares Held

2.95M

Call Options Held

Put Options Held

Consolidated Planning Corp Atlanta, GA

569K
Shares

$24 Million
3.61% of portfolio
High Tower Advisors, LLC Chicago, IL

477K
Shares

$20.1 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

179K
Shares

$7.57 Million
0.01% of portfolio
Lokken Investment Group LLC

157K
Shares

$6.64 Million
3.08% of portfolio
First City Capital Management, Inc.

152K
Shares

$6.43 Million
3.41% of portfolio

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About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
Sector ETFs
Industry ETFs

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