Mbe Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Mbe Wealth Management, LLC
- $170 Million
- Q4 2024
A detailed history of Mbe Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 48,675 shares of UCON stock, worth $1.2 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
48,675
Previous 37,049
31.38%
Holding current value
$1.2 Million
Previous $931,000
28.79%
% of portfolio
0.7%
Previous 0.53%
Shares
12 transactions
Others Institutions Holding UCON
# of Institutions
303Shares Held
114MCall 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