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 $434,262. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,848
Previous 12,793
0.43%
Holding current value
$434,262
Previous $350,000
4.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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$20.1 Million0.21% of portfolio
-
St. James Investment Company, LLC339KShares$11.5 Million1.9% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS131KShares$4.44 Million0.05% of portfolio
-
Envestnet Asset Management Inc123KShares$4.14 Million0.0% of portfolio