Archetype Wealth Partners First Tr ETF Viii Tcw Unconstr Transaction History
Archetype Wealth Partners
- $690 Million
- Q3 2024
A detailed history of Archetype Wealth Partners transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Archetype Wealth Partners holds 113,045 shares of UCON stock, worth $2.79 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
113,045
Previous 111,176
1.68%
Holding current value
$2.79 Million
Previous $2.72 Million
4.53%
% of portfolio
0.41%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
269Shares 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