Chokshi & Queen Wealth Advisors, Inc First Tr ETF Viii Tcw Unconstr Transaction History
Chokshi & Queen Wealth Advisors, Inc
- $164 Billion
- Q1 2025
A detailed history of Chokshi & Queen Wealth Advisors, Inc transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Chokshi & Queen Wealth Advisors, Inc holds 10,586 shares of UCON stock, worth $261,262. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,586
Previous 10,474
1.07%
Holding current value
$261,262
Previous $258 Million
1.48%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
313Shares 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