Cyndeo Wealth Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Cyndeo Wealth Partners, LLC
- $1.72 Billion
- Q3 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 741,658 shares of UCON stock, worth $18.7 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
741,658
Previous 743,443
0.24%
Holding current value
$18.7 Million
Previous $18.5 Million
0.96%
% of portfolio
1.09%
Previous 1.15%
Shares
12 transactions
Others Institutions Holding UCON
# of Institutions
293Shares 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