Legacy Capital Wealth Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Legacy Capital Wealth Partners, LLC
- $574 Million
- Q3 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 71,870 shares of UCON stock, worth $1.78 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
71,870
Previous 65,988
8.91%
Holding current value
$1.78 Million
Previous $1.61 Million
11.97%
% of portfolio
0.31%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding UCON
# of Institutions
279Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$255 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$178 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$95.2 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$85 Million2.75% of portfolio