Collaborative Wealth Managment Inc. First Tr ETF Viii Tcw Unconstr Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 20,665 shares of UCON stock, worth $509,598. This represents 0.24% of its overall portfolio holdings.
Number of Shares
20,665Holding current value
$509,598% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding UCON
# of Institutions
300Shares Held
111MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$295 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$217 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$119 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$104 Million0.02% of portfolio