Axis Wealth Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Axis Wealth Partners, LLC
- $135 Billion
- Q1 2025
A detailed history of Axis Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 11,581 shares of UCON stock, worth $286,398. This represents 0.21% of its overall portfolio holdings.
Number of Shares
11,581
Previous 10,297
12.47%
Holding current value
$286,398
Previous $254 Million
12.93%
% of portfolio
0.21%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
308Shares Held
117MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$296 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$217 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.23MShares$179 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$119 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$104 Million0.02% of portfolio