Mercer Global Advisors Inc Unified Ser Tr Ballast Small/M Transaction History
Mercer Global Advisors Inc
- $40.5 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding MGMT
# of Institutions
46Shares Held
2.95MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA569KShares$23.6 Million3.61% of portfolio
-
High Tower Advisors, LLC Chicago, IL477KShares$19.8 Million0.03% of portfolio
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Stifel Financial Corp St. Louis, MO179KShares$7.44 Million0.01% of portfolio
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Lokken Investment Group LLC157KShares$6.53 Million3.08% of portfolio
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First City Capital Management, Inc.152KShares$6.32 Million3.41% of portfolio