Unified Ser Tr Absolute Core S ABEQ
Institutional shares held
2.14 Million
0
calls
0
puts
Total value of holdings
$70.8M
$0
calls
$0
puts
# of Institutions
21
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, TX686KShares$22.7 Million1.5% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA601KShares$19.9 Million0.23% of portfolio
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St. James Investment Company, LLC341KShares$11.3 Million1.89% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS130KShares$4.3 Million0.05% of portfolio
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Envestnet Asset Management Inc114KShares$3.77 Million0.0% of portfolio
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Mainstay Capital Management LLC73.9KShares$2.44 Million0.44% of portfolio
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Raymond James & Associates St Petersburg, FL57.7KShares$1.91 Million0.0% of portfolio
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Fullcircle Wealth LLC Dallas, TX27.6KShares$914,0540.41% of portfolio
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Gts Securities LLC New York, NY25.4KShares$841,1350.0% of portfolio
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Castleview Partners, LLC Dallas, TX18.7KShares$619,7310.43% of portfolio