Lord & Richards Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Lord & Richards Wealth Management, LLC

$109 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$24.5 - $24.95 $11,294 - $11,501	461 New	461 $11.4 Million

Others Institutions Holding UCON

# of Institutions

292

Shares Held

100M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

10.7M
Shares

$268 Million
0.08% of portfolio
Morgan Stanley New York, NY

7.82M
Shares

$197 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

5.94M
Shares

$150 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4M
Shares

$101 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.8M
Shares

$95.7 Million
0.01% of portfolio

About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
Industry ETFs

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