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

19

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

Beacon Pointe Advisors, LLC Newport Beach, CA

681K
Shares

$24.1 Million
0.25% of portfolio
Tectonic Advisors LLC Plano, TX

639K
Shares

$22.6 Million
1.4% of portfolio
St. James Investment Company, LLC

332K
Shares

$11.8 Million
1.89% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

179K
Shares

$6.33 Million
0.01% of portfolio
Mainstay Capital Management LLC

153K
Shares

$5.4 Million
0.26% of portfolio

About UNIFIED SER TR ABSOLUTE CORE S

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