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 $457,388. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,848
Previous 12,793
0.43%
Holding current value
$457,388
Previous $350,000
4.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding ABEQ
# of Institutions
21Shares Held
2.39MCall Options Held
0Put Options Held
0-
Tectonic Advisors LLC Plano, TX639KShares$22.7 Million1.4% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA369KShares$13.1 Million0.12% of portfolio
-
St. James Investment Company, LLC340KShares$12.1 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC181KShares$6.43 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ180KShares$6.41 Million0.01% of portfolio