Legacy Wealth Managment, Llc/Id First Tr ETF Viii Tcw Unconstr Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 75,599 shares of UCON stock, worth $1.91 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
75,599
Previous 276,854
72.69%
Holding current value
$1.91 Million
Previous $6.89 Million
72.37%
% of portfolio
1.31%
Previous 5.73%
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