Consolidated Planning Corp Unified Ser Tr Ballast Small/M Call Options Transaction History
Consolidated Planning Corp
- $656 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|---|---|---|---|---|
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding MGMT
# of Institutions
46Shares Held
2.94MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL477KShares$18.3 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO179KShares$6.87 Million0.01% of portfolio
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Lokken Investment Group LLC157KShares$6.03 Million3.08% of portfolio
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First City Capital Management, Inc.142KShares$5.43 Million3.31% of portfolio
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Hedeker Wealth, LLC128KShares$4.91 Million1.38% of portfolio