Sweet Financial Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Sweet Financial Partners, LLC
- $447 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding UCON
# of Institutions
269Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$254 Million0.12% of portfolio
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Ubs Group Ag7.87MShares$194 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, NC3.85MShares$95 Million0.01% of portfolio
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Harbour Investments, Inc. Madison, WI3.44MShares$84.7 Million2.75% of portfolio