Sequent Planning LLC First Tr ETF Viii Tcw Unconstr Transaction History
Sequent Planning LLC
- $278 Billion
- Q1 2025
A detailed history of Sequent Planning LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Sequent Planning LLC holds 105,405 shares of UCON stock, worth $2.58 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
105,405
Previous 104,768
0.61%
Holding current value
$2.58 Million
Previous $2.58 Billion
1.02%
% of portfolio
0.94%
Previous 0.95%
Shares
5 transactions
Others Institutions Holding UCON
# of Institutions
313Shares Held
122MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.4MShares$304 Million0.12% of portfolio
-
Ubs Group Ag9.13MShares$224 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.25MShares$177 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.11MShares$125 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.19MShares$103 Million0.01% of portfolio