Heritage Trust CO Unified Ser Tr Ballast Small/M Call Options Transaction History
Heritage Trust CO
- $740 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MGMT
# of Institutions
42Shares Held
2.83MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA484KShares$17.2 Million3.34% of portfolio
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High Tower Advisors, LLC Chicago, IL394KShares$14 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO303KShares$10.8 Million0.01% of portfolio
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Hedeker Wealth, LLC166KShares$5.91 Million1.85% of portfolio
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Lokken Investment Group LLC135KShares$4.8 Million2.66% of portfolio