Sequent Planning LLC First Tr ETF Viii Tcw Unconstr Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Sequent Planning LLC holds 103,405 shares of UCON stock, worth $2.55 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
103,405
Previous 102,668
0.72%
Holding current value
$2.55 Million
Previous $2.5 Billion
3.77%
% of portfolio
0.9%
Previous 0.86%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
271Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$254 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$95 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$84.7 Million2.75% of portfolio