Stonehaven Wealth & Tax Solutions, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 153,089 shares of UCON stock, worth $3.78 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
153,089Holding current value
$3.78 Million% of portfolio
4.11%Shares
1 transactions
Others Institutions Holding UCON
# of Institutions
300Shares Held
111MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$295 Million0.12% of portfolio
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Ubs Group Ag8.79MShares$217 Million0.04% of portfolio
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Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC4.83MShares$119 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA4.21MShares$104 Million0.02% of portfolio