Wr Wealth Planners, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 200 shares of UCON stock, worth $4,932. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$4,932
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding UCON
# of Institutions
300Shares Held
111MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$295 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$104 Million0.02% of portfolio
-
Harbour Investments, Inc. Madison, WI3.98MShares$98 Million3.01% of portfolio