Private Trust Co Na »

Unified Ser Tr absolute core shares owned by Private Trust Co Na

Quarter-by-quarter ownership of Unified Ser Tr absolute core (ABEQ) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in Unified Ser Tr absolute core

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All positions including Unified Ser Tr absolute core held by Private Trust Co Na 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 Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2026-03-31 $106k 2.8k 37.74

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Top funds holding Unified Ser Tr absolute core

Tectonic Advisors
Beacon Pointe Advisors
St. James Investment Company
LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Global View Capital Management
Resources Investment Advisors
Mainstay Capital Management
Raymond James Financial
Redwood Family Wealth
Goldman Sachs Group
Castleview Partners
CIBC World Markets
Gwn Securities

View all funds holding Unified Ser Tr absolute core