Unified Ser Tr Absolute Core S ABEQ
Institutional shares held
2.22 Million
0
calls
0
puts
Total value of holdings
$74M
$0
calls
$0
puts
# of Institutions
17
We take great care to ensure that the data presented and summarized in this overview for UNIFIED SER TR ABSOLUTE CORE S is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding ABEQ
View all-
Tectonic Advisors LLC Plano, TX703KShares$23.4 Million1.55% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA618KShares$20.6 Million0.22% of portfolio
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St. James Investment Company, LLC341KShares$11.3 Million1.79% of portfolio
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Envestnet Asset Management Inc199KShares$6.63 Million0.0% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS122KShares$4.06 Million0.05% of portfolio
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Mainstay Capital Management LLC74.6KShares$2.48 Million0.43% of portfolio
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Raymond James & Associates St Petersburg, FL57.7KShares$1.92 Million0.0% of portfolio
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Gts Securities LLC New York, NY40.3KShares$1.34 Million0.0% of portfolio
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Castleview Partners, LLC Dallas, TX18.7KShares$623,2920.43% of portfolio
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Fullcircle Wealth LLC Dallas, TX18.7KShares$622,6270.28% of portfolio