Savvy Advisors, Inc. First Tr ETF Viii Tcw Unconstr Transaction History

Savvy Advisors, Inc.

$974 Million
Q1 2025

A detailed history of Savvy Advisors, Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 20,048 shares of UCON stock, worth $493,180. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,048

Holding current value

$493,180

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$24.5 - $24.95 $491,176 - $500,197	20,048 New	20,048 $496,000

Others Institutions Holding UCON

# of Institutions

313

Shares Held

122M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

12.4M
Shares

$305 Million
0.12% of portfolio
Ubs Group Ag

9.13M
Shares

$225 Million
0.04% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$178 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

5.11M
Shares

$126 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.19M
Shares

$103 Million
0.01% of portfolio

View Full List

About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
Industry ETFs

More about UCON

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Savvy Advisors, Inc. First Tr ETF Viii Tcw Unconstr Transaction History