Holistic Planning, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
A detailed history of Holistic Planning, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Holistic Planning, LLC holds 15,468 shares of UCON stock, worth $382,523. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,468Holding current value
$382,523% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding UCON
# of Institutions
308Shares Held
117MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$296 Million0.12% of portfolio
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Ubs Group Ag8.79MShares$217 Million0.04% of portfolio
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Morgan Stanley New York, NY7.23MShares$179 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC4.83MShares$119 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA4.21MShares$104 Million0.02% of portfolio