Consolidated Planning Corp Unified Ser Tr Ballast Small/M Put Options Transaction History
Consolidated Planning Corp
- $710 Million
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding MGMT
# of Institutions
48Shares Held
3.03MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL372KShares$16.4 Million0.02% of portfolio
-
Lokken Investment Group LLC222KShares$9.74 Million3.77% of portfolio
-
Stifel Financial Corp St. Louis, MO216KShares$9.5 Million0.01% of portfolio
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First City Capital Management, Inc.140KShares$6.16 Million3.42% of portfolio
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Rockefeller Capital Management L.P. New York, NY129KShares$5.65 Million0.01% of portfolio