Vision Point Advisory Group, LLC Unified Ser Tr Absolute Core S Transaction History
Vision Point Advisory Group, LLC
- $264 Million
- Q4 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Unified Ser Tr Absolute Core S stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 5,618 shares of ABEQ stock, worth $189,326. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,618
Previous 3,682
52.58%
Holding current value
$189,326
Previous $120,000
46.67%
% of portfolio
0.07%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding ABEQ
# of Institutions
20Shares Held
2.23MCall Options Held
0Put Options Held
0-
Tectonic Advisors LLC Plano, TX676KShares$22.8 Million1.42% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA594KShares$20 Million0.21% of portfolio
-
St. James Investment Company, LLC339KShares$11.4 Million1.9% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS131KShares$4.43 Million0.05% of portfolio
-
Envestnet Asset Management Inc123KShares$4.13 Million0.0% of portfolio