Iams Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Iams Wealth Management, LLC
- $219 Billion
- Q4 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 17,129 shares of UCON stock, worth $421,373. This represents 0.19% of its overall portfolio holdings.
Number of Shares
17,129Holding current value
$421,373% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding UCON
# of Institutions
278Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$254 Million0.12% of portfolio
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Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
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Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC3.85MShares$94.8 Million0.01% of portfolio
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Harbour Investments, Inc. Madison, WI3.44MShares$84.6 Million2.75% of portfolio