Lokken Investment Group LLC Unified Ser Tr Ballast Small/M Put Options Transaction History

Lokken Investment Group LLC

$232 Million
Q2 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

47

Shares Held

2.99M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

633K
Shares

$27.8 Million
3.52% of portfolio
High Tower Advisors, LLC Chicago, IL

372K
Shares

$16.4 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

216K
Shares

$9.5 Million
0.01% of portfolio
First City Capital Management, Inc.

140K
Shares

$6.14 Million
3.24% of portfolio
Rockefeller Capital Management L.P. New York, NY

129K
Shares

$5.66 Million
0.01% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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