Fullcircle Wealth LLC Unified Ser Tr Absolute Core S Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Unified Ser Tr Absolute Core S stock. As of the latest transaction made, Fullcircle Wealth LLC holds 27,640 shares of ABEQ stock, worth $880,334. This represents 0.41% of its overall portfolio holdings.
Number of Shares
27,640
Previous 18,720
47.65%
Holding current value
$880,334
Previous $578 Million
57.41%
% of portfolio
0.41%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding ABEQ
# of Institutions
21Shares Held
2.14MCall Options Held
0Put Options Held
0-
Tectonic Advisors LLC Plano, TX686KShares$21.8 Million1.5% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA601KShares$19.1 Million0.23% of portfolio
-
St. James Investment Company, LLC341KShares$10.9 Million1.89% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS130KShares$4.14 Million0.05% of portfolio
-
Envestnet Asset Management Inc114KShares$3.63 Million0.0% of portfolio