Warren Averett Asset Management, LLC Unified Ser Tr Ballast Small/M Put Options Transaction History

Warren Averett Asset Management, LLC

$5.34 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding MGMT

# of Institutions

45

Shares Held

3M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

541K
Shares

$23.7 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

487K
Shares

$21.3 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

341K
Shares

$14.9 Million
0.01% of portfolio
Lokken Investment Group LLC

150K
Shares

$6.56 Million
2.55% of portfolio
First City Capital Management, Inc.

138K
Shares

$6.06 Million
2.75% 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.