Great Point Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Great Point Wealth Advisors, LLC
- $430 Million
- Q2 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 522,195 shares of UCON stock, worth $13.1 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
522,195
Previous 472,244
10.58%
Holding current value
$13.1 Million
Previous $11.6 Million
9.9%
% of portfolio
2.97%
Previous 2.76%
Shares
8 transactions
Others Institutions Holding UCON
# of Institutions
253Shares Held
87.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.11MShares$203 Million0.1% of portfolio
-
Ubs Group Ag7.87MShares$197 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.1MShares$153 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$89.4 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI2.87MShares$71.8 Million2.48% of portfolio