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 $419,487. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,848
Previous 12,793
0.43%
Holding current value
$419,487
Previous $350,000
4.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding ABEQ
# of Institutions
17Shares Held
2.24MCall Options Held
0Put Options Held
0-
Tectonic Advisors LLC Plano, TX703KShares$22.9 Million1.55% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA618KShares$20.2 Million0.22% of portfolio
-
St. James Investment Company, LLC341KShares$11.1 Million1.79% of portfolio
-
Envestnet Asset Management Inc199KShares$6.51 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS122KShares$3.99 Million0.05% of portfolio