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Unified Ser Tr absolute core shares owned by Fullcircle Wealth

Quarter-by-quarter ownership of Unified Ser Tr absolute core (ABEQ) shares owned by Fullcircle Wealth from 13F filings

Historical chart of Fullcircle Wealth investment in Unified Ser Tr absolute core

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr absolute core held by Fullcircle Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr absolute core by Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $910k 28k 32.93
2024-06-30 $578k 19k 30.89

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Snowflake Cl A (SNOW)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Unilever Spon Adr New (UL)
Spdr Ser Tr Bloomberg High Y (JNK)
Texas Instruments Incorporated (TXN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Fullcircle Wealth

Top funds holding Unified Ser Tr absolute core

Tectonic Advisors
Beacon Pointe Advisors
St. James Investment Company
Resources Investment Advisors
Envestnet Asset Management
Mainstay Capital Management
Raymond James & Associates
Fullcircle Wealth
Castleview Partners
Citadel Advisors
Susquehanna International
49 Wealth Management
Jane Street
VisionPoint Advisory Group
Advisor Group Holdings

View all funds holding Unified Ser Tr absolute core