Advisory Services Network, LLC Unified Ser Tr Ballast Small/M Transaction History

Advisory Services Network, LLC

$5.15 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 17, 2023	BUY	$31.45 - $35.42 $2,830 - $3,187	90 New	90 $3,000

Others Institutions Holding MGMT

# of Institutions

46

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

569K
Shares

$20.5 Million
3.61% of portfolio
High Tower Advisors, LLC Chicago, IL

477K
Shares

$17.2 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

179K
Shares

$6.47 Million
0.01% of portfolio
Lokken Investment Group LLC

157K
Shares

$5.68 Million
3.08% of portfolio
First City Capital Management, Inc.

142K
Shares

$5.11 Million
3.31% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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