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MDMDST
2 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ULTIMUS MANAGERS TR

AE Wealth Management LLC previously held 0 shares of MDST (ULTIMUS MANAGERS TR), worth $0 as of 2026-Q2.

Final Value

$0

Final Shares

0

Total Value Change

-$4,547

Total Shares Change

-159

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Exited
0
-100.0%
$00.0%$28.61
0
2026-Q1
New
159
-
$4,5470.0%$27.73
23

Other major holders of MDST: WESTWOOD HOLDINGS GROUP INC

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