Spectrum Wealth Advisory Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Spectrum Wealth Advisory Group, LLC
- $212 Million
- Q4 2024
A detailed history of Spectrum Wealth Advisory Group, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 204,388 shares of UCON stock, worth $5.08 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
204,388
Previous 123,972
64.87%
Holding current value
$5.08 Million
Previous $3.12 Million
61.73%
% of portfolio
2.38%
Previous 1.75%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
308Shares Held
115MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$297 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$218 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.23MShares$180 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$120 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$105 Million0.02% of portfolio