Consolidated Planning Corp Unified Ser Tr Ballast Small/M Transaction History
Consolidated Planning Corp
- $605 Million
- Q3 2024
A detailed history of Consolidated Planning Corp transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Consolidated Planning Corp holds 541,279 shares of MGMT stock, worth $22.1 Million. This represents 3.44% of its overall portfolio holdings.
Number of Shares
541,279
Previous 519,073
4.28%
Holding current value
$22.1 Million
Previous $18.6 Million
11.92%
% of portfolio
3.44%
Previous 3.39%
Shares
5 transactions
Others Institutions Holding MGMT
# of Institutions
41Shares Held
2.9MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL532KShares$21.7 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO318KShares$13 Million0.01% of portfolio
-
Lokken Investment Group LLC143KShares$5.82 Million2.5% of portfolio
-
First City Capital Management, Inc.138KShares$5.65 Million2.75% of portfolio
-
Hedeker Wealth, LLC133KShares$5.43 Million1.41% of portfolio