Spring Vest Wealth Management LLC Unified Ser Tr Ballast Small/M Transaction History

Spring Vest Wealth Management LLC

  • $136 Billion
  • Q3 2025

A detailed history of Spring Vest Wealth Management LLC transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 7,009 shares of MGMT stock, worth $296,480. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,009
Previous 6,959 0.72%
Holding current value
$296,480
Previous $275 Million 12.38%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Nov 04, 2025
BUY
$39.9 - $44.74 $1,995 - $2,237
50 Added 0.72%
7,009 $309 Million
Q1 2025

May 06, 2025
SELL
$37.73 - $43.15 $21,506 - $24,595
-570 Reduced 7.57%
6,959 $269 Million
Q4 2024

Mar 10, 2025
BUY
$37.84 - $44.21 $284,897 - $332,857
7,529 New
7,529 $315 Million

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
  • Industry ETFs
More about MGMT
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