U.S. Capital Wealth Advisors, LLC Unified Ser Tr Ballast Small/M Put Options Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding MGMT
# of Institutions
47Shares Held
2.96MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA569KShares$22.2 Million3.61% of portfolio
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High Tower Advisors, LLC Chicago, IL477KShares$18.6 Million0.03% of portfolio
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Stifel Financial Corp St. Louis, MO179KShares$7.02 Million0.01% of portfolio
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Lokken Investment Group LLC157KShares$6.16 Million3.08% of portfolio
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First City Capital Management, Inc.152KShares$5.96 Million3.41% of portfolio