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 $905,210. This represents 0.41% of its overall portfolio holdings.
Number of Shares
27,640
Previous 18,720
47.65%
Holding current value
$905,210
Previous $578 Million
57.41%
% of portfolio
0.41%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding ABEQ
# of Institutions
23Shares Held
2.25MCall Options Held
0Put Options Held
0-
Tectonic Advisors LLC Plano, TX676KShares$22.1 Million1.42% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA601KShares$19.7 Million0.23% of portfolio
-
St. James Investment Company, LLC341KShares$11.2 Million1.89% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS130KShares$4.26 Million0.05% of portfolio
-
Envestnet Asset Management Inc114KShares$3.73 Million0.0% of portfolio