Goal Vest Advisory LLC First Tr ETF Viii Tcw Unconstr Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q4 2024
A detailed history of Goal Vest Advisory LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Goal Vest Advisory LLC holds 661 shares of UCON stock, worth $16,333. This represents 0.0% of its overall portfolio holdings.
Number of Shares
661
Previous 1,123
41.14%
Holding current value
$16,333
Previous $28,000
42.86%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
292Shares Held
109MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$296 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$178 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.98MShares$98.2 Million3.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$95.2 Million0.01% of portfolio