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MDMDST
2 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in ULTIMUS MANAGERS TR

ENVESTNET ASSET MANAGEMENT INC holds 9,535 shares of MDST (ULTIMUS MANAGERS TR), worth $274,894 as of 2026-Q2. The position was decreased (-4.0% shares). MDST represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$274,894

Current Shares

9,535

Total Value Change

-$9,133

Total Shares Change

-396

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
9,535
-4.0%
$274,8940.0%$28.61
0
2026-Q1
New
9,931
-
$284,0270.0%$27.73
32

Other major holders of MDST: WESTWOOD HOLDINGS GROUP INC

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