Consolidated Planning Corp Unified Ser Tr Ballast Small/M Call Options Transaction History
Consolidated Planning Corp
- $605 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
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
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Lokken Investment Group LLC143KShares$5.82 Million2.5% of portfolio
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First City Capital Management, Inc.138KShares$5.65 Million2.75% of portfolio
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Hedeker Wealth, LLC133KShares$5.43 Million1.41% of portfolio