Morling Financial Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Morling Financial Advisors, LLC
- $270 Million
- Q4 2024
A detailed history of Morling Financial Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,196,177 shares of UCON stock, worth $29.7 Million. This represents 10.92% of its overall portfolio holdings.
Number of Shares
1,196,177
Previous 1,152,025
3.83%
Holding current value
$29.7 Million
Previous $29 Million
1.85%
% of portfolio
10.92%
Previous 11.23%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
308Shares Held
115MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$297 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$218 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.23MShares$180 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$120 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$105 Million0.02% of portfolio