Defined Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Defined Wealth Management, LLC
- $148 Million
- Q3 2024
A detailed history of Defined Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Defined Wealth Management, LLC holds 96,021 shares of UCON stock, worth $2.37 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
96,021
Previous 93,641
2.54%
Holding current value
$2.37 Million
Previous $2.29 Million
5.42%
% of portfolio
1.63%
Previous 1.63%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
256Shares Held
89.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.11MShares$200 Million0.1% of portfolio
-
Ubs Group Ag7.87MShares$194 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.1MShares$151 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$88.3 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI2.87MShares$70.9 Million2.48% of portfolio