Lokken Investment Group LLC Unified Ser Tr Ballast Small/M Put Options Transaction History
Lokken Investment Group LLC
- $226 Million
- Q3 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
3.05MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA541KShares$21.9 Million3.44% of portfolio
-
High Tower Advisors, LLC Chicago, IL487KShares$19.7 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO341KShares$13.8 Million0.01% of portfolio
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First City Capital Management, Inc.152KShares$6.17 Million3.41% of portfolio
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Hedeker Wealth, LLC133KShares$5.38 Million1.41% of portfolio