Wealthsource Partners, LLC Unified Ser Tr Absolute Core S Put Options Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding ABEQ
# of Institutions
21Shares Held
2.62MCall Options Held
0Put Options Held
0-
Beacon Pointe Advisors, LLC Newport Beach, CA655KShares$22.6 Million0.25% of portfolio
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Tectonic Advisors LLC Plano, TX653KShares$22.5 Million1.33% of portfolio
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St. James Investment Company, LLC332KShares$11.4 Million1.89% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ207KShares$7.13 Million0.02% of portfolio
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Mainstay Capital Management LLC153KShares$5.26 Million0.26% of portfolio