Lee Financial CO Unified Ser Tr Absolute Core S Transaction History

Lee Financial CO

$706 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	BUY	$26.8 - $28.48 $9,514 - $10,110	355 New	355 $10,000

Others Institutions Holding ABEQ

# of Institutions

22

Shares Held

2.26M

Call Options Held

0

Put Options Held

0

Tectonic Advisors LLC Plano, TX

676K
Shares

$22.1 Million
1.42% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

594K
Shares

$19.5 Million
0.21% of portfolio
St. James Investment Company, LLC

339K
Shares

$11.1 Million
1.9% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

131K
Shares

$4.3 Million
0.05% of portfolio
Envestnet Asset Management Inc

123K
Shares

$4.01 Million
0.0% of portfolio

About UNIFIED SER TR ABSOLUTE CORE S

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