Gentry Private Wealth, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Gentry Private Wealth, LLC
- $24 Billion
- Q4 2024
A detailed history of Gentry Private Wealth, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 24,271 shares of UCON stock, worth $599,736. This represents 2.49% of its overall portfolio holdings.
Number of Shares
24,271
Previous 26,977
10.03%
Holding current value
$599,736
Previous $678 Million
11.75%
% of portfolio
2.49%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
290Shares Held
106MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$255 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$178 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$95.2 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$85 Million2.75% of portfolio