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 $386,210. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,848
Previous 12,793
0.43%
Holding current value
$386,210
Previous $350,000
4.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding ABEQ
# of Institutions
14Shares Held
2.04MCall Options Held
0Put Options Held
0-
Tectonic Advisors LLC Plano, TX715KShares$21.5 Million1.68% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA630KShares$18.9 Million0.22% of portfolio
-
St. James Investment Company, LLC340KShares$10.2 Million1.69% of portfolio
-
Envestnet Asset Management Inc194KShares$5.85 Million0.0% of portfolio
-
Mainstay Capital Management LLC73.7KShares$2.21 Million0.43% of portfolio