Arlington Financial Advisors, LLC Unified Ser Tr Ballast Small/M Transaction History
Arlington Financial Advisors, LLC
- $394 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding MGMT
# of Institutions
44Shares Held
2.99MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA541KShares$22.8 Million3.44% of portfolio
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High Tower Advisors, LLC Chicago, IL487KShares$20.5 Million0.03% of portfolio
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Stifel Financial Corp St. Louis, MO341KShares$14.4 Million0.01% of portfolio
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Lokken Investment Group LLC150KShares$6.31 Million2.55% of portfolio
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First City Capital Management, Inc.138KShares$5.83 Million2.75% of portfolio