U.S. Capital Wealth Advisors, LLC Unified Ser Tr Ballast Small/M Call Options Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.21 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MGMT
# of Institutions
45Shares Held
3.05MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA633KShares$25.9 Million3.52% of portfolio
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High Tower Advisors, LLC Chicago, IL444KShares$18.1 Million0.02% of portfolio
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Lokken Investment Group LLC222KShares$9.05 Million3.77% of portfolio
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Stifel Financial Corp St. Louis, MO191KShares$7.79 Million0.01% of portfolio
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First City Capital Management, Inc.140KShares$5.7 Million3.24% of portfolio