True Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 157,731 shares of UCON stock, worth $3.93 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
157,731
Previous 111,307
41.71%
Holding current value
$3.93 Million
Previous $2.8 Million
39.01%
% of portfolio
1.48%
Previous 1.03%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
308Shares Held
115MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$298 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$219 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.23MShares$180 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$120 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$105 Million0.02% of portfolio