Legacy Wealth Managment, Llc/Id First Tr ETF Viii Tcw Unconstr Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
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 151,150 shares of UCON stock, worth $3.74 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
151,150
Previous 148,713
1.64%
Holding current value
$3.74 Million
Previous $3.74 Million
0.32%
% of portfolio
2.67%
Previous 2.63%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
305Shares Held
115MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$296 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$217 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.23MShares$179 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$119 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$104 Million0.02% of portfolio