Octavia Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 17,542 shares of UCON stock, worth $433,287. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,542
Previous 19,263
8.93%
Holding current value
$433,287
Previous $484,000
10.74%
% of portfolio
0.05%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding UCON
# of Institutions
281Shares Held
103MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$255 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$178 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$95.2 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$84.9 Million2.75% of portfolio