Weaver Consulting Group Unified Ser Tr Ballast Small/M Put Options Transaction History

Weaver Consulting Group

$287 Million
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

44

Shares Held

2.99M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

541K
Shares

$22.8 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

487K
Shares

$20.5 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

341K
Shares

$14.4 Million
0.01% of portfolio
Lokken Investment Group LLC

150K
Shares

$6.31 Million
2.55% of portfolio
First City Capital Management, Inc.

138K
Shares

$5.83 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 Weaver Consulting Group, based on Form 13F filings with the SEC.

News

Stay updated on Weaver Consulting Group with notifications on news.