Summit Wealth Group LLC / CO First Tr ETF Viii Tcw Unconstr Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 11,793 shares of UCON stock, worth $298,716. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,793Holding current value
$298,716% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding UCON
# of Institutions
302Shares Held
103MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.1MShares$282 Million0.1% of portfolio
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Morgan Stanley New York, NY7.2MShares$182 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA5.3MShares$134 Million0.03% of portfolio
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Royal Bank Of Canada Toronto, A64.08MShares$103 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC3.74MShares$94.7 Million0.01% of portfolio