Perennial Investment Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Perennial Investment Advisors, LLC
- $862 Million
- Q1 2025
A detailed history of Perennial Investment Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 529,690 shares of UCON stock, worth $13.2 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
529,690
Previous 419,106
26.39%
Holding current value
$13.2 Million
Previous $10.3 Million
26.9%
% of portfolio
1.52%
Previous 1.25%
Shares
7 transactions
Others Institutions Holding UCON
# of Institutions
313Shares Held
120MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.4MShares$309 Million0.12% of portfolio
-
Ubs Group Ag9.13MShares$227 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.25MShares$180 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.11MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.19MShares$104 Million0.01% of portfolio