Lokken Investment Group LLC Unified Ser Tr Ballast Small/M Call Options Transaction History
Lokken Investment Group LLC
- $205 Million
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding MGMT
# of Institutions
41Shares Held
2.9MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA541KShares$20.9 Million3.44% of portfolio
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High Tower Advisors, LLC Chicago, IL532KShares$20.5 Million0.03% of portfolio
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Stifel Financial Corp St. Louis, MO318KShares$12.3 Million0.01% of portfolio
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Hedeker Wealth, LLC133KShares$5.13 Million1.41% of portfolio
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First City Capital Management, Inc.127KShares$4.91 Million2.61% of portfolio