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

45

Shares Held

3.05M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

633K
Shares

$25.9 Million
3.52% of portfolio
High Tower Advisors, LLC Chicago, IL

444K
Shares

$18.1 Million
0.02% of portfolio
Lokken Investment Group LLC

222K
Shares

$9.05 Million
3.77% of portfolio
Stifel Financial Corp St. Louis, MO

191K
Shares

$7.79 Million
0.01% of portfolio
First City Capital Management, Inc.

140K
Shares

$5.7 Million
3.24% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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