Black Diamond Wealth Management Inc. First Tr ETF Viii Tcw Unconstr Transaction History
Black Diamond Wealth Management Inc.
- $152 Million
- Q3 2025
A detailed history of Black Diamond Wealth Management Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 159,682 shares of UCON stock, worth $4.02 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
159,682
Previous 161,576
1.17%
Holding current value
$4.02 Million
Previous $4.02 Million
0.02%
% of portfolio
2.65%
Previous 2.74%
Shares
16 transactions
Others Institutions Holding UCON
# of Institutions
293Shares Held
101MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$268 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.82MShares$197 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.94MShares$150 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4MShares$101 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.8MShares$95.7 Million0.01% of portfolio