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 $7.86 Million. This represents 7.33% of its overall portfolio holdings.
Number of Shares
314,692Holding current value
$7.86 Million% of portfolio
7.33%Shares
1 transactions
Others Institutions Holding UCON
# of Institutions
303Shares Held
103MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.1MShares$278 Million0.1% of portfolio
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Morgan Stanley New York, NY7.2MShares$180 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA5.3MShares$132 Million0.03% of portfolio
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Royal Bank Of Canada Toronto, A64.08MShares$102 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC3.74MShares$93.4 Million0.01% of portfolio