Archetype Wealth Partners First Tr ETF Viii Tcw Unconstr Transaction History
Archetype Wealth Partners
- $681 Million
- Q1 2025
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 95,453 shares of UCON stock, worth $2.36 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
95,453
Previous 114,305
16.49%
Holding current value
$2.36 Million
Previous $2.82 Million
16.18%
% of portfolio
0.35%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding UCON
# of Institutions
313Shares Held
122MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.4MShares$307 Million0.12% of portfolio
-
Ubs Group Ag9.13MShares$226 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.25MShares$179 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.11MShares$126 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.19MShares$104 Million0.01% of portfolio