Capital Performance Advisors LLP First Tr ETF Viii Tcw Unconstr Transaction History
Capital Performance Advisors LLP
- $597 Million
- Q3 2025
A detailed history of Capital Performance Advisors LLP transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Capital Performance Advisors LLP holds 419,964 shares of UCON stock, worth $10.6 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
419,964
Previous 323,256
29.92%
Holding current value
$10.6 Million
Previous $8.05 Million
31.49%
% of portfolio
1.77%
Previous 1.6%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
292Shares Held
100MCall 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