Unified Ser Tr Absolute Core S ABEQ
Institutional shares held
2.23 Million
0
calls
0
puts
Total value of holdings
$74.6M
$0
calls
$0
puts
# of Institutions
20
We take great care to ensure that the data presented and summarized in this overview for UNIFIED SER TR ABSOLUTE CORE S is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding ABEQ
View all-
Tectonic Advisors LLC Plano, TX676KShares$22.5 Million1.42% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA594KShares$19.8 Million0.21% of portfolio
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St. James Investment Company, LLC339KShares$11.3 Million1.9% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS131KShares$4.37 Million0.05% of portfolio
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Envestnet Asset Management Inc123KShares$4.08 Million0.0% of portfolio
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Mainstay Capital Management LLC75.2KShares$2.5 Million0.4% of portfolio
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Global View Capital Management LLC Waukesha, WI64.7KShares$2.15 Million0.72% of portfolio
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Raymond James & Associates St Petersburg, FL57.7KShares$1.92 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL56.9KShares$1.89 Million0.0% of portfolio
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Fullcircle Wealth LLC Dallas, TX30KShares$996,9350.41% of portfolio