Etesian Wealth Advisors, Inc. First Tr ETF Viii Tcw Unconstr Transaction History
Etesian Wealth Advisors, Inc.
- $221 Billion
- Q3 2024
A detailed history of Etesian Wealth Advisors, Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 364,887 shares of UCON stock, worth $8.97 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
364,887
Previous 282,316
29.25%
Holding current value
$8.97 Million
Previous $6.9 Billion
32.84%
% of portfolio
4.15%
Previous 3.88%
Shares
13 transactions
Others Institutions Holding UCON
# of Institutions
271Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$254 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$193 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$94.7 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$84.5 Million2.75% of portfolio