Stegent Equity Advisors, Inc. Unified Ser Tr Ballast Small/M Transaction History
Stegent Equity Advisors, Inc.
- $77.8 Million
- Q3 2024
Shares
4 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
-
Lokken Investment Group LLC150KShares$6.26 Million2.55% of portfolio
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First City Capital Management, Inc.138KShares$5.79 Million2.75% of portfolio