Pure Financial Advisors, LLC Unified Ser Tr Ballast Small/M Transaction History
Pure Financial Advisors, LLC
- $6.06 Billion
- Q3 2025
A detailed history of Pure Financial Advisors, LLC transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Pure Financial Advisors, LLC holds 14,123 shares of MGMT stock, worth $597,402. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,123
Previous 13,183
7.13%
Holding current value
$597,402
Previous $520,000
19.62%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding MGMT
# of Institutions
51Shares Held
2.69MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA658KShares$27.8 Million3.43% of portfolio
-
Lokken Investment Group LLC233KShares$9.85 Million4.04% of portfolio
-
First City Capital Management, Inc.140KShares$5.93 Million3.42% of portfolio
-
Weaver Consulting Group137KShares$5.78 Million2.0% of portfolio
-
Rockefeller Capital Management L.P. New York, NY131KShares$5.54 Million0.01% of portfolio