Wealth Advisory Team LLC First Tr ETF Viii Tcw Unconstr Transaction History
Wealth Advisory Team LLC
- $107 Billion
- Q2 2025
A detailed history of Wealth Advisory Team LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Wealth Advisory Team LLC holds 314,692 shares of UCON stock, worth $7.81 Million. This represents 7.33% of its overall portfolio holdings.
Number of Shares
314,692Holding current value
$7.81 Million% of portfolio
7.33%Shares
1 transactions
Others Institutions Holding UCON
# of Institutions
309Shares Held
116MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.4MShares$308 Million0.12% of portfolio
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Ubs Group Ag9.13MShares$227 Million0.04% of portfolio
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Morgan Stanley New York, NY7.25MShares$180 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA5.11MShares$127 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.19MShares$104 Million0.01% of portfolio