Geo Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Geo Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 14,856 shares of UCON stock, worth $373,776. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,856
Previous 13,863
7.16%
Holding current value
$373,776
Previous $341,000
6.45%
% of portfolio
0.02%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding UCON
# of Institutions
253Shares Held
87.2MCall 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$154 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$89.9 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI2.87MShares$72.2 Million2.48% of portfolio