Concourse Financial Group Securities, Inc. Unified Ser Tr Ballast Small/M Put Options Transaction History

Concourse Financial Group Securities, Inc.

$1.67 Billion
Q4 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

Shares Held

2.94M

Call Options Held

Put Options Held

Consolidated Planning Corp Atlanta, GA

574K
Shares

$20.7 Million
3.48% 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

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