Great Point Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Great Point Wealth Advisors, LLC
- $421 Million
- Q1 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 472,244 shares of UCON stock, worth $11.6 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
472,244
Previous 783,173
39.7%
Holding current value
$11.6 Million
Previous $19.4 Million
40.04%
% of portfolio
2.76%
Previous 5.07%
Shares
7 transactions
Others Institutions Holding UCON
# of Institutions
229Shares Held
75.5MCall Options Held
0Put Options Held
0-
Ubs Group Ag7.3MShares$179 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.01MShares$172 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.68MShares$139 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.31MShares$81.2 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A62.42MShares$59.4 Million0.01% of portfolio