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MDMDST
3 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ULTIMUS MANAGERS TR

COMMONWEALTH EQUITY SERVICES, LLC holds 88,629 shares of MDST (ULTIMUS MANAGERS TR), worth $2.6M as of 2026-Q2. The position was increased (+35.1% shares). MDST represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$2.6M

Current Shares

88,629

Total Value Change

+$2.2M

Total Shares Change

+74,461

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
88,629
+35.1%
$2.6M0.0%$28.61
34
2026-Q1
Increased
65,602
+363.0%
$1.9M0.0%$27.73
42
2025-Q4
New
14,168
-
$374,3200.0%$24.80
33

Other major holders of MDST: WESTWOOD HOLDINGS GROUP INC

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