Spectrum Wealth Advisory Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Spectrum Wealth Advisory Group, LLC
- $215 Million
- Q2 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 683,331 shares of UCON stock, worth $17.1 Million. This represents 7.92% of its overall portfolio holdings.
Number of Shares
683,331
Previous 380,873
79.41%
Holding current value
$17.1 Million
Previous $9.43 Million
80.44%
% of portfolio
7.92%
Previous 4.52%
Shares
4 transactions
Others Institutions Holding UCON
# of Institutions
303Shares Held
103MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.1MShares$278 Million0.1% of portfolio
-
Morgan Stanley New York, NY7.2MShares$180 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.3MShares$132 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.08MShares$102 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$93.4 Million0.01% of portfolio