Bms Financial Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 161,493 shares of UCON stock, worth $3.96 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
161,493Holding current value
$3.96 Million% of portfolio
2.64%Shares
1 transactions
Others Institutions Holding UCON
# of Institutions
271Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$253 Million0.12% of portfolio
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Ubs Group Ag7.87MShares$193 Million0.04% of portfolio
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Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC3.85MShares$94.6 Million0.01% of portfolio
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Harbour Investments, Inc. Madison, WI3.44MShares$84.4 Million2.75% of portfolio