Spring Vest Wealth Management LLC Unified Ser Tr Ballast Small/M Transaction History
Spring Vest Wealth Management LLC
- $117 Billion
- Q4 2024
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 7,529 shares of MGMT stock, worth $289,941. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,529Holding current value
$289,941% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding MGMT
# of Institutions
47Shares Held
2.96MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA569KShares$21.9 Million3.61% of portfolio
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High Tower Advisors, LLC Chicago, IL477KShares$18.4 Million0.03% of portfolio
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Stifel Financial Corp St. Louis, MO179KShares$6.91 Million0.01% of portfolio
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Lokken Investment Group LLC157KShares$6.06 Million3.08% of portfolio
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First City Capital Management, Inc.152KShares$5.87 Million3.41% of portfolio