Total Wealth Planning, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Total Wealth Planning, LLC
- $605 Million
- Q3 2024
A detailed history of Total Wealth Planning, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Total Wealth Planning, LLC holds 16,400 shares of UCON stock, worth $404,096. This represents 0.07% of its overall portfolio holdings.
Number of Shares
16,400
Previous 16,400
-0.0%
Holding current value
$404,096
Previous $400,000
3.0%
% of portfolio
0.07%
Previous 0.07%
Shares
1 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
-
Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$95 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$84.7 Million2.75% of portfolio