Bernard Wealth Management Corp. First Tr ETF Viii Tcw Unconstr Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 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 $2,714. This represents 0.0% of its overall portfolio holdings.
Number of Shares
110
Previous 109
0.92%
Holding current value
$2,714
Previous $2.68 Million
1.53%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
314Shares Held
122MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.4MShares$306 Million0.12% of portfolio
-
Ubs Group Ag9.13MShares$225 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$103 Million0.01% of portfolio