Fullcircle Wealth LLC Unified Ser Tr Absolute Core S Put Options Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding ABEQ
# of Institutions
17Shares Held
2.14MCall Options Held
0Put Options Held
0-
Tectonic Advisors LLC Plano, TX686KShares$22.4 Million1.5% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA618KShares$20.2 Million0.22% of portfolio
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St. James Investment Company, LLC341KShares$11.2 Million1.79% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS130KShares$4.25 Million0.05% of portfolio
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Envestnet Asset Management Inc114KShares$3.73 Million0.0% of portfolio