Fullcircle Wealth LLC Unified Ser Tr Absolute Core S Call Options Transaction History

Fullcircle Wealth LLC

$227 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ABEQ

# of Institutions

21

Shares Held

2.6M

Call Options Held

0

Put Options Held

0

Beacon Pointe Advisors, LLC Newport Beach, CA

655K
Shares

$22.7 Million
0.25% of portfolio
Tectonic Advisors LLC Plano, TX

653K
Shares

$22.7 Million
1.33% of portfolio
St. James Investment Company, LLC

333K
Shares

$11.6 Million
1.95% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

207K
Shares

$7.18 Million
0.02% of portfolio
Mainstay Capital Management LLC

153K
Shares

$5.3 Million
0.26% of portfolio

About UNIFIED SER TR ABSOLUTE CORE S

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