Capital Performance Advisors LLP First Tr ETF Viii Tcw Unconstr Transaction History
Capital Performance Advisors LLP
- $911 Million
- Q4 2025
A detailed history of Capital Performance Advisors LLP transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Capital Performance Advisors LLP holds 569,979 shares of UCON stock, worth $14.4 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
569,979
Previous 419,964
35.72%
Holding current value
$14.4 Million
Previous $10.6 Million
35.78%
% of portfolio
1.58%
Previous 1.77%
Shares
4 transactions
Others Institutions Holding UCON
# of Institutions
295Shares Held
101MCall 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