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
45Shares Held
3.06MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL444KShares$18.2 Million0.02% of portfolio
-
Lokken Investment Group LLC222KShares$9.08 Million3.77% of portfolio
-
Stifel Financial Corp St. Louis, MO191KShares$7.82 Million0.01% of portfolio
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First City Capital Management, Inc.140KShares$5.72 Million3.24% of portfolio
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Rockefeller Capital Management L.P. New York, NY129KShares$5.27 Million0.01% of portfolio