Concourse Financial Group Securities, Inc. Unified Ser Tr Ballast Small/M Put Options Transaction History

Concourse Financial Group Securities, Inc.

$1.64 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding MGMT

# of Institutions

Shares Held

2.9M

Call Options Held

Put Options Held

Consolidated Planning Corp Atlanta, GA

541K
Shares

$22.1 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

532K
Shares

$21.7 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

318K
Shares

$13 Million
0.01% of portfolio
Lokken Investment Group LLC

143K
Shares

$5.82 Million
2.5% of portfolio
First City Capital Management, Inc.

138K
Shares

$5.65 Million
2.75% of portfolio

View Full List

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
Sector ETFs
Industry ETFs

More about MGMT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concourse Financial Group Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Concourse Financial Group Securities, Inc. with notifications on news.

Account