Legacy Wealth Managment, Llc/Id First Tr ETF Viii Tcw Unconstr Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 276,854 shares of UCON stock, worth $6.91 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
276,854
Previous 127,726
116.76%
Holding current value
$6.91 Million
Previous $3.16 Million
117.97%
% of portfolio
5.73%
Previous 2.6%
Shares
4 transactions
Others Institutions Holding UCON
# of Institutions
309Shares Held
114MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.4MShares$310 Million0.12% of portfolio
-
Ubs Group Ag9.13MShares$228 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.25MShares$181 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.11MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.19MShares$105 Million0.01% of portfolio