True Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
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 236,886 shares of UCON stock, worth $5.92 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
236,886
Previous 199,599
18.68%
Holding current value
$5.92 Million
Previous $4.94 Million
19.26%
% of portfolio
2.14%
Previous 1.95%
Shares
4 transactions
Others Institutions Holding UCON
# of Institutions
303Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.1MShares$278 Million0.1% of portfolio
-
Morgan Stanley New York, NY7.25MShares$181 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.3MShares$132 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.08MShares$102 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$93.4 Million0.01% of portfolio