Philip James Wealth Mangement, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 503,462 shares of UCON stock, worth $12.4 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
503,462
Previous 485,985
3.6%
Holding current value
$12.4 Million
Previous $11.9 Billion
6.48%
% of portfolio
1.55%
Previous 7.91%
Shares
4 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