Tmd Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Tmd Wealth Management, LLC
- $387 Million
- Q2 2024
Shares
5 transactions
Others Institutions Holding UCON
# of Institutions
271Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$253 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$193 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$94.6 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$84.4 Million2.75% of portfolio