Consolidated Planning Corp Unified Ser Tr Ballast Small/M Put Options Transaction History
Consolidated Planning Corp
- $656 Million
- Q4 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
46Shares Held
2.95MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL477KShares$18.8 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO179KShares$7.09 Million0.01% of portfolio
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Lokken Investment Group LLC157KShares$6.22 Million3.08% of portfolio
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First City Capital Management, Inc.152KShares$6.02 Million3.41% of portfolio
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Hedeker Wealth, LLC128KShares$5.07 Million1.38% of portfolio