Fermata Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 2024
A detailed history of Fermata Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Fermata Advisors, LLC holds 16,685 shares of UCON stock, worth $418,960. This represents 0.1% of its overall portfolio holdings.
Number of Shares
16,685
Previous 208,773
92.01%
Holding current value
$418,960
Previous $5.14 Million
92.07%
% of portfolio
0.1%
Previous 1.17%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
253Shares Held
87.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.11MShares$204 Million0.1% of portfolio
-
Ubs Group Ag7.87MShares$198 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.1MShares$153 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$89.8 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI2.87MShares$72.1 Million2.48% of portfolio