49 Wealth Management, LLC Unified Ser Tr Absolute Core S Call Options Transaction History
49 Wealth Management, LLC
- $614 Billion
- Q3 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
21Shares Held
2.14MCall Options Held
0Put Options Held
0-
Tectonic Advisors LLC Plano, TX686KShares$22.2 Million1.5% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA601KShares$19.4 Million0.23% of portfolio
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St. James Investment Company, LLC341KShares$11 Million1.89% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS130KShares$4.2 Million0.05% of portfolio
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Envestnet Asset Management Inc114KShares$3.68 Million0.0% of portfolio