Advisory Services Network, LLC Unified Ser Tr Ballast Small/M Transaction History

Advisory Services Network, LLC

$4.9 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 17, 2023	BUY	$31.45 - $35.42 $2,830 - $3,187	90 New	90 $3,000

Others Institutions Holding MGMT

# of Institutions

45

Shares Held

3M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

541K
Shares

$23.7 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

487K
Shares

$21.3 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

341K
Shares

$14.9 Million
0.01% of portfolio
Lokken Investment Group LLC

150K
Shares

$6.56 Million
2.55% of portfolio
First City Capital Management, Inc.

138K
Shares

$6.06 Million
2.75% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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