National Wealth Management Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
A detailed history of National Wealth Management Group, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 10,239 shares of UCON stock, worth $252,288. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,239
Previous 14,002
26.87%
Holding current value
$252,288
Previous $342 Million
24.84%
% of portfolio
0.17%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding UCON
# of Institutions
269Shares 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$95 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$84.7 Million2.75% of portfolio