Fullcircle Wealth LLC Unified Ser Tr Absolute Core S Call Options Transaction History
Fullcircle Wealth LLC
- $204 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ABEQ
# of Institutions
17Shares Held
2.22MCall Options Held
0Put Options Held
0-
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