Gentry Private Wealth, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Gentry Private Wealth, LLC
- $122 Billion
- Q3 2024
A detailed history of Gentry Private Wealth, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 26,977 shares of UCON stock, worth $662,285. This represents 0.55% of its overall portfolio holdings.
Number of Shares
26,977
Previous 31,606
14.65%
Holding current value
$662,285
Previous $773 Million
12.27%
% of portfolio
0.55%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
271Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$253 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$94.6 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$84.4 Million2.75% of portfolio