Tolleson Wealth Management, Inc. First Tr ETF Viii Tcw Unconstr Transaction History
Tolleson Wealth Management, Inc.
- $511 Million
- Q1 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 552,026 shares of UCON stock, worth $13.5 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
552,026
Previous 1,357,527
59.34%
Holding current value
$13.5 Million
Previous $33.6 Million
59.57%
% of portfolio
2.66%
Previous 6.92%
Shares
10 transactions
Others Institutions Holding UCON
# of Institutions
228Shares Held
75.5MCall Options Held
0Put Options Held
0-
Ubs Group Ag7.3MShares$179 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.01MShares$171 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.68MShares$139 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.31MShares$81 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A62.42MShares$59.3 Million0.01% of portfolio