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 $440,172. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,848
Previous 12,793
0.43%
Holding current value
$440,172
Previous $350,000
4.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding ABEQ
# of Institutions
21Shares Held
2.53MCall Options Held
0Put Options Held
0-
Tectonic Advisors LLC Plano, TX659KShares$22.6 Million1.44% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA655KShares$22.4 Million0.25% of portfolio
-
St. James Investment Company, LLC333KShares$11.4 Million1.95% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ207KShares$7.09 Million0.02% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS133KShares$4.55 Million0.06% of portfolio