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

Consolidated Planning Corp

$845 Million
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding MGMT

# of Institutions

50

Shares Held

2.69M

Call Options Held

0

Put Options Held

0

Lokken Investment Group LLC

233K
Shares

$9.85 Million
4.04% of portfolio
First City Capital Management, Inc.

140K
Shares

$5.93 Million
3.42% of portfolio
Weaver Consulting Group

137K
Shares

$5.78 Million
2.0% of portfolio
Rockefeller Capital Management L.P. New York, NY

131K
Shares

$5.54 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

127K
Shares

$5.35 Million
0.01% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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