NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in MGMT — BALLAST SMALL/MID CAP ETF
CIK 1109767
CEDAR RAPIDS, IA
All Filings in MGMT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MGMT | $1,122,671 | 24,883 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 MGMT | $1,103,063 | 24,883 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 MGMT | $1,443,342 | 32,766 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 MGMT | $1,352,190 | 34,250 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 MGMT | $1,322,050 | 34,250 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 MGMT | $1,424,286 | 34,250 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 MGMT | $1,319,070 | 34,250 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 MGMT | $1,246,830 | 34,750 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 MGMT | $1,249,332 | 32,950 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 MGMT | $414,500 | 11,200 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 MGMT | $385,907 | 11,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 MGMT | $406,617 | 11,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 MGMT | $408,660 | 12,250 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 MGMT | $436,672 | 13,750 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 MGMT | $419,801 | 14,450 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||