Lokken Investment Group LLC Unified Ser Tr Ballast Small/M Transaction History
Lokken Investment Group LLC
- $226 Million
- Q3 2024
A detailed history of Lokken Investment Group LLC transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Lokken Investment Group LLC holds 149,820 shares of MGMT stock, worth $6.26 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
149,820
Previous 142,543
5.11%
Holding current value
$6.26 Million
Previous $5.11 Million
12.81%
% of portfolio
2.55%
Previous 2.5%
Shares
12 transactions
Others Institutions Holding MGMT
# of Institutions
45Shares Held
3MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA541KShares$22.6 Million3.44% of portfolio
-
High Tower Advisors, LLC Chicago, IL487KShares$20.4 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO341KShares$14.3 Million0.01% of portfolio
-
First City Capital Management, Inc.138KShares$5.79 Million2.75% of portfolio
-
Hedeker Wealth, LLC133KShares$5.56 Million1.41% of portfolio