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

2.95M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

574K
Shares

$21.2 Million
3.48% of portfolio
High Tower Advisors, LLC Chicago, IL

477K
Shares

$17.6 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

179K
Shares

$6.62 Million
0.01% of portfolio
Lokken Investment Group LLC

157K
Shares

$5.81 Million
3.08% of portfolio
First City Capital Management, Inc.

142K
Shares

$5.23 Million
3.31% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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