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 $16,346. This represents 0.0% of its overall portfolio holdings.
Number of Shares
661
Previous 1,123
41.14%
Holding current value
$16,346
Previous $28,000
42.86%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
303Shares Held
114MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$296 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$217 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.23MShares$179 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$119 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$104 Million0.02% of portfolio