Puff Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Puff Wealth Management, LLC
- $107 Billion
- Q1 2025
A detailed history of Puff Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Puff Wealth Management, LLC holds 82,802 shares of UCON stock, worth $2.05 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
82,802
Previous 81,723
1.32%
Holding current value
$2.05 Million
Previous $2.01 Billion
1.73%
% of portfolio
1.92%
Previous 3.51%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
309Shares Held
118MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$296 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