Spectrum Wealth Advisory Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Spectrum Wealth Advisory Group, LLC
- $208 Million
- Q1 2025
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 380,873 shares of UCON stock, worth $9.46 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
380,873
Previous 204,388
86.35%
Holding current value
$9.46 Million
Previous $5.04 Million
87.1%
% of portfolio
4.52%
Previous 2.38%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
309Shares Held
118MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.4MShares$308 Million0.12% of portfolio
-
Ubs Group Ag9.13MShares$227 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.25MShares$180 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.11MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.19MShares$104 Million0.01% of portfolio