Integrated Advisors Network LLC Unified Ser Tr Ballast Small/M Put Options Transaction History

Integrated Advisors Network LLC

$1.93 Billion
Q1 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

45

Shares Held

3.06M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

633K
Shares

$26.2 Million
3.52% of portfolio
High Tower Advisors, LLC Chicago, IL

444K
Shares

$18.4 Million
0.02% of portfolio
Lokken Investment Group LLC

222K
Shares

$9.18 Million
3.77% of portfolio
Stifel Financial Corp St. Louis, MO

191K
Shares

$7.9 Million
0.01% of portfolio
First City Capital Management, Inc.

140K
Shares

$5.78 Million
3.24% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
Sector ETFs
Industry ETFs

More about MGMT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Advisors Network LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Advisors Network LLC with notifications on news.