Archetype Wealth Partners First Tr ETF Viii Tcw Unconstr Transaction History
Archetype Wealth Partners
- $686 Million
- Q4 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 114,305 shares of UCON stock, worth $2.85 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
114,305
Previous 113,045
1.11%
Holding current value
$2.85 Million
Previous $2.84 Million
0.81%
% of portfolio
0.41%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding UCON
# of Institutions
308Shares Held
115MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$298 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$219 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.23MShares$180 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$120 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$105 Million0.02% of portfolio