Tobias Financial Advisors, Inc. First Tr ETF Viii Tcw Unconstr Transaction History
Tobias Financial Advisors, Inc.
- $486 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding UCON
# of Institutions
256Shares Held
89.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.11MShares$200 Million0.1% of portfolio
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Ubs Group Ag7.87MShares$194 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.1MShares$150 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$88.1 Million0.01% of portfolio
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Harbour Investments, Inc. Madison, WI3.44MShares$84.8 Million2.75% of portfolio