Consolidated Planning Corp Unified Ser Tr Ballast Small/M Put Options Transaction History
Consolidated Planning Corp
- $605 Million
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding MGMT
# of Institutions
41Shares Held
2.9MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL532KShares$20.5 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO318KShares$12.3 Million0.01% of portfolio
-
Lokken Investment Group LLC143KShares$5.5 Million2.5% of portfolio
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Hedeker Wealth, LLC133KShares$5.13 Million1.41% of portfolio
-
First City Capital Management, Inc.127KShares$4.91 Million2.61% of portfolio