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 |
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Others Institutions Holding ABEQ
# of Institutions
19Shares Held
2.61MCall Options Held
0Put Options Held
0-
Beacon Pointe Advisors, LLC Newport Beach, CA681KShares$24.1 Million0.25% of portfolio
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Tectonic Advisors LLC Plano, TX639KShares$22.6 Million1.4% of portfolio
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St. James Investment Company, LLC332KShares$11.8 Million1.89% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ179KShares$6.33 Million0.01% of portfolio
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Mainstay Capital Management LLC153KShares$5.4 Million0.26% of portfolio