Lee Financial CO Unified Ser Tr Absolute Core S Transaction History
Lee Financial CO
- $597 Million
- Q1 2024
Shares
1 transactions
Others Institutions Holding ABEQ
# of Institutions
14Shares Held
2.04MCall Options Held
0Put Options Held
0-
Tectonic Advisors LLC Plano, TX715KShares$21.5 Million1.68% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA630KShares$18.9 Million0.22% of portfolio
-
St. James Investment Company, LLC340KShares$10.2 Million1.69% of portfolio
-
Envestnet Asset Management Inc194KShares$5.85 Million0.0% of portfolio
-
Mainstay Capital Management LLC73.7KShares$2.21 Million0.43% of portfolio