UNIFIED SER TR

Ticker: MGMT CUSIP: 90470L550 Class: BALLAST SMLMD CP

Consolidated Planning Corp's Holding History (CIK: 0001805250)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 673,261 Value ($000) $29,846 Avg Close — Range —
Q3 2025
Shares 657,935 Value ($000) $28,982 Avg Close — Range —
Q2 2025
Shares 633,344 Value ($000) $25,004 Avg Close — Range —
Q1 2025
Shares 574,074 Value ($000) $22,159 Avg Close — Range —
Q4 2024
Shares 568,699 Value ($000) $23,649 Avg Close — Range —
Q3 2024
Shares 541,279 Value ($000) $20,846 Avg Close — Range —
Q2 2024
Shares 519,073 Value ($000) $18,624 Avg Close — Range —
Q1 2024
Shares 483,798 Value ($000) $18,344 Avg Close — Range —
Q4 2023
Shares 449,153 Value ($000) $16,623 Avg Close — Range —
Q3 2023
Shares 382,093 Value ($000) $13,165 Avg Close — Range —