Simplicity Wealth,Llc First Tr ETF Viii Tcw Unconstr Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 22,168 shares of UCON stock, worth $548,436. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,168
Previous 311,541
92.88%
Holding current value
$548,436
Previous $7.62 Million
92.69%
% of portfolio
0.05%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
271Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$255 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$195 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$178 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$95.4 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$85.1 Million2.75% of portfolio