Wealthsource Partners, LLC Unified Ser Tr Absolute Core S Call Options Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ABEQ

# of Institutions

22

Shares Held

2.26M

Call Options Held

0

Put Options Held

0

Tectonic Advisors LLC Plano, TX

676K
Shares

$22.1 Million
1.42% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

594K
Shares

$19.5 Million
0.21% of portfolio
St. James Investment Company, LLC

339K
Shares

$11.1 Million
1.9% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

131K
Shares

$4.3 Million
0.05% of portfolio
Envestnet Asset Management Inc

123K
Shares

$4.01 Million
0.0% of portfolio

About UNIFIED SER TR ABSOLUTE CORE S

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