Evolution Wealth Management Inc. First Tr ETF Viii Tcw Unconstr Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 5,635 shares of UCON stock, worth $142,002. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,635
Previous 2,472
127.95%
Holding current value
$142,002
Previous $61.5 Million
130.69%
% of portfolio
0.15%
Previous 0.08%
Shares
2 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