Raymond James Trust N.A. Unified Ser Tr Ballast Small/M Call Options Transaction History

Raymond James Trust N.A.

$4.55 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MGMT

# of Institutions

47

Shares Held

2.96M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

569K
Shares

$21.8 Million
3.61% of portfolio
High Tower Advisors, LLC Chicago, IL

477K
Shares

$18.3 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

179K
Shares

$6.87 Million
0.01% of portfolio
Lokken Investment Group LLC

157K
Shares

$6.03 Million
3.08% of portfolio
First City Capital Management, Inc.

152K
Shares

$5.84 Million
3.41% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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