Fullcircle Wealth LLC Unified Ser Tr Absolute Core S Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 2025
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 35,997 shares of ABEQ stock, worth $1.27 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
35,997
Previous 35,997
-0.0%
Holding current value
$1.27 Million
Previous $1.23 Million
0.65%
% of portfolio
0.51%
Previous 0.54%
Shares
4 transactions
Others Institutions Holding ABEQ
# of Institutions
19Shares Held
2.61MCall Options Held
0Put Options Held
0-
Beacon Pointe Advisors, LLC Newport Beach, CA681KShares$24.1 Million0.25% of portfolio
-
Tectonic Advisors LLC Plano, TX639KShares$22.6 Million1.4% of portfolio
-
St. James Investment Company, LLC332KShares$11.8 Million1.89% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ179KShares$6.33 Million0.01% of portfolio
-
Mainstay Capital Management LLC153KShares$5.4 Million0.26% of portfolio