Captrust Financial Advisors First Tr ETF Viii Tcw Unconstr Transaction History
Captrust Financial Advisors
- $46.7 Billion
- Q3 2025
A detailed history of Captrust Financial Advisors transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Captrust Financial Advisors holds 422,680 shares of UCON stock, worth $10.7 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
422,680
Previous 447,389
5.52%
Holding current value
$10.7 Million
Previous $11.1 Million
4.38%
% of portfolio
0.02%
Previous 0.03%
Shares
12 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