Morling Financial Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Morling Financial Advisors, LLC
- $258 Million
- Q3 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 1,152,025 shares of UCON stock, worth $28.3 Million. This represents 11.23% of its overall portfolio holdings.
Number of Shares
1,152,025
Previous 873,890
31.83%
Holding current value
$28.3 Million
Previous $21.4 Million
35.5%
% of portfolio
11.23%
Previous 9.39%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
271Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$254 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$94.8 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$84.6 Million2.75% of portfolio