Tolleson Wealth Management, Inc. First Tr ETF Viii Tcw Unconstr Transaction History
Tolleson Wealth Management, Inc.
- $488 Million
- Q4 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 313,088 shares of UCON stock, worth $7.74 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
313,088
Previous 342,372
8.55%
Holding current value
$7.74 Million
Previous $8.6 Million
10.3%
% of portfolio
1.58%
Previous 1.64%
Shares
13 transactions
Others Institutions Holding UCON
# of Institutions
303Shares Held
114MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$296 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$217 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.23MShares$179 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$119 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$104 Million0.02% of portfolio