One Ascent Wealth Management LLC First Tr ETF Viii Tcw Unconstr Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
A detailed history of One Ascent Wealth Management LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 8,888 shares of UCON stock, worth $219,444. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,888
Previous 11,515
22.81%
Holding current value
$219,444
Previous $289,000
24.22%
% of portfolio
0.09%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
305Shares Held
115MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$295 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