Vestmark Advisory Solutions, Inc. Unified Ser Tr Ballast Small/M Transaction History
Vestmark Advisory Solutions, Inc.
- $2.16 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding MGMT
# of Institutions
42Shares Held
2.83MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA484KShares$17.4 Million3.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL394KShares$14.1 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO303KShares$10.9 Million0.01% of portfolio
-
Hedeker Wealth, LLC166KShares$5.97 Million1.85% of portfolio
-
Lokken Investment Group LLC135KShares$4.85 Million2.66% of portfolio