Acorn Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Acorn Wealth Advisors, LLC
- $293 Million
- Q3 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 56,843 shares of UCON stock, worth $1.43 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
56,843
Previous 44,162
28.71%
Holding current value
$1.43 Million
Previous $1.1 Million
30.21%
% of portfolio
0.49%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding UCON
# of Institutions
295Shares Held
100MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$268 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.82MShares$197 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.94MShares$150 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4MShares$101 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.8MShares$95.7 Million0.01% of portfolio