Wr Wealth Planners, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 200 shares of UCON stock, worth $4,928. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$4,928
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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