Holos Integrated Wealth LLC First Tr ETF Viii Tcw Unconstr Transaction History
Holos Integrated Wealth LLC
- $179 Billion
- Q4 2025
A detailed history of Holos Integrated Wealth LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 158,872 shares of UCON stock, worth $4 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
158,872
Previous 553,036
71.27%
Holding current value
$4 Million
Previous $14 Billion
71.36%
% of portfolio
2.23%
Previous 8.22%
Shares
5 transactions
Others Institutions Holding UCON
# of Institutions
293Shares Held
101MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$268 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.82MShares$197 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.94MShares$150 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4MShares$101 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.8MShares$95.7 Million0.01% of portfolio