Acorn Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Acorn Wealth Advisors, LLC
- $222 Million
- Q1 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 34,981 shares of UCON stock, worth $868,228. This represents 0.39% of its overall portfolio holdings.
Number of Shares
34,981
Previous 32,092
9.0%
Holding current value
$868,228
Previous $791,000
9.36%
% of portfolio
0.39%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
309Shares Held
116MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.4MShares$308 Million0.12% of portfolio
-
Ubs Group Ag9.13MShares$227 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.25MShares$180 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.11MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.19MShares$104 Million0.01% of portfolio