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

No transaction found.

Others Institutions Holding MGMT

# of Institutions

46

Shares Held

2.99M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

633K
Shares

$26 Million
3.52% of portfolio
High Tower Advisors, LLC Chicago, IL

444K
Shares

$18.2 Million
0.02% of portfolio
Lokken Investment Group LLC

207K
Shares

$8.52 Million
3.71% of portfolio
Stifel Financial Corp St. Louis, MO

191K
Shares

$7.83 Million
0.01% of portfolio
First City Capital Management, Inc.

140K
Shares

$5.73 Million
3.24% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
Sector ETFs
Industry ETFs

More about MGMT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.