Cape Investment Advisory, Inc. Unified Ser Tr Ballast Small/M Call Options Transaction History

Cape Investment Advisory, Inc.

$247 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

$23.3 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

487K
Shares

$21 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

341K
Shares

$14.7 Million
0.01% of portfolio
Lokken Investment Group LLC

150K
Shares

$6.46 Million
2.55% of portfolio
First City Capital Management, Inc.

138K
Shares

$5.96 Million
2.75% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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