Consolidated Planning Corp Unified Ser Tr Ballast Small/M Call Options Transaction History

Consolidated Planning Corp

$710 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MGMT

# of Institutions

47

Shares Held

2.99M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

372K
Shares

$15.5 Million
0.02% of portfolio
Lokken Investment Group LLC

222K
Shares

$9.24 Million
3.77% of portfolio
Stifel Financial Corp St. Louis, MO

216K
Shares

$9.01 Million
0.01% of portfolio
First City Capital Management, Inc.

140K
Shares

$5.82 Million
3.24% of portfolio
Rockefeller Capital Management L.P. New York, NY

129K
Shares

$5.37 Million
0.01% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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