Walkner Condon Financial Advisors LLC Uscf ETF Tr Divid Income Fd Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Uscf ETF Tr Divid Income Fd stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 18,429 shares of UDI stock, worth $554,897. This represents 0.11% of its overall portfolio holdings.
Number of Shares
18,429
Previous 15,207
21.19%
Holding current value
$554,897
Previous $454,000
17.62%
% of portfolio
0.11%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding UDI
# of Institutions
6Shares Held
102KCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA46KShares$1.39 Million0.0% of portfolio
-
Gts Securities LLC New York, NY27.1KShares$814,7760.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.7KShares$323,4410.0% of portfolio
-
Morgan Stanley New York, NY1Shares$300.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio