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

Call Options Held

Put Options Held

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

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