Englebert Financial Advisers, LLC
Position in MGMT — BALLAST SMALL/MID CAP ETF
CIK 2097035
Allentown, PA
All Filings in MGMT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MGMT | $7,704,033 | 170,753 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 MGMT | $6,651,672 | 150,049 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||