Iams Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q2 2025
A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 16,773 shares of UCON stock, worth $423,350. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,773
Previous 19,544
14.18%
Holding current value
$423,350
Previous $484 Million
13.69%
% of portfolio
0.19%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
303Shares Held
103MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.1MShares$281 Million0.1% of portfolio
-
Morgan Stanley New York, NY7.2MShares$182 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.3MShares$134 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.08MShares$103 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$94.4 Million0.01% of portfolio