Consolidated Planning Corp Unified Ser Tr Ballast Small/M Put Options Transaction History
Consolidated Planning Corp
- $549 Million
- Q2 2024
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
43Shares Held
3.02MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL532KShares$20.2 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO318KShares$12.1 Million0.01% of portfolio
-
Hedeker Wealth, LLC178KShares$6.76 Million1.91% of portfolio
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Lokken Investment Group LLC143KShares$5.42 Million2.5% of portfolio
-
First City Capital Management, Inc.127KShares$4.85 Million2.61% of portfolio