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
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
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St. James Investment Company, LLC341KShares$11.1 Million1.79% of portfolio
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Envestnet Asset Management Inc199KShares$6.51 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS122KShares$3.99 Million0.05% of portfolio