Defined Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Defined Wealth Management, LLC
- $146 Million
- Q4 2024
A detailed history of Defined Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Defined Wealth Management, LLC holds 96,407 shares of UCON stock, worth $2.38 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
96,407
Previous 96,021
0.4%
Holding current value
$2.38 Million
Previous $2.41 Million
1.53%
% of portfolio
1.63%
Previous 1.63%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
275Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$255 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$178 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$95.1 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$84.9 Million2.75% of portfolio