Wealthsource Partners, LLC Unified Ser Tr Absolute Core S Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Unified Ser Tr Absolute Core S stock. As of the latest transaction made, Wealthsource Partners, LLC holds 12,848 shares of ABEQ stock, worth $454,433. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,848
Previous 12,793
0.43%
Holding current value
$454,433
Previous $350,000
4.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding ABEQ
# of Institutions
19Shares Held
2.61MCall Options Held
0Put Options Held
0-
Beacon Pointe Advisors, LLC Newport Beach, CA681KShares$24.1 Million0.25% of portfolio
-
Tectonic Advisors LLC Plano, TX639KShares$22.6 Million1.4% of portfolio
-
St. James Investment Company, LLC332KShares$11.8 Million1.89% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ179KShares$6.33 Million0.01% of portfolio
-
Mainstay Capital Management LLC153KShares$5.4 Million0.26% of portfolio