Iams Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 13,314 shares of UCON stock, worth $329,388. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,314Holding current value
$329,388% of portfolio
0.12%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding UCON
# of Institutions
271Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$255 Million0.12% of portfolio
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Ubs Group Ag7.87MShares$195 Million0.04% of portfolio
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Morgan Stanley New York, NY7.2MShares$178 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC3.85MShares$95.4 Million0.01% of portfolio
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Harbour Investments, Inc. Madison, WI3.44MShares$85.1 Million2.75% of portfolio