Clearstead Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 117,436 shares of UCON stock, worth $2.9 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
117,436
Previous 150,914
22.18%
Holding current value
$2.9 Million
Previous $3.79 Million
23.68%
% of portfolio
0.04%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding UCON
# of Institutions
292Shares Held
107MCall 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
-
Harbour Investments, Inc. Madison, WI3.98MShares$98.2 Million3.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$95.2 Million0.01% of portfolio