Bernard Wealth Management Corp. First Tr ETF Viii Tcw Unconstr Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 110 shares of UCON stock, worth $2,786. This represents 0.0% of its overall portfolio holdings.
Number of Shares
110
Previous 110
-0.0%
Holding current value
$2,786
Previous $2.74 Million
1.21%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
301Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.1MShares$282 Million0.1% of portfolio
-
Morgan Stanley New York, NY7.2MShares$182 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.3MShares$134 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.08MShares$103 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$94.7 Million0.01% of portfolio