Consolidated Planning Corp MGMT Holdings History
Consolidated Planning Corp's Ballast Small/Mid Cap ETF Holding Summary
As of 2025-06-30, Consolidated Planning Corp held 633,344.00 shares of Ballast Small/Mid Cap ETF(MGMT), totaling $25.00 Mil. This investment constitutes 3.14% of their stock portfolio, and Consolidated Planning Corp now holds 16.03% of the outstanding Ballast Small/Mid Cap ETF(MGMT) stock.
The initial trade took place in 2023Q3. And since then Consolidated Planning Corp has made 8 purchases of MGMT, at an average price of $35.90, for a total of 633,344.00 shares. Based on historical transaction data and MGMT's current price of $41.20, Consolidated Planning Corp's estimated gain on his MGMT holdings is $3.36 Mil, reflecting a 14.76% gain to date.
Consolidated Planning Corp MGMT ($41.20) Holding Chart
Consolidated Planning Corp MGMT ($41.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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