Holistic Financial Partners First Tr ETF Viii Tcw Unconstr Transaction History
Holistic Financial Partners
- $262 Million
- Q4 2025
A detailed history of Holistic Financial Partners transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Holistic Financial Partners holds 472,655 shares of UCON stock, worth $11.9 Million. This represents 4.54% of its overall portfolio holdings.
Number of Shares
472,655
Previous 364,868
29.54%
Holding current value
$11.9 Million
Previous $9.19 Million
29.58%
% of portfolio
4.54%
Previous 3.88%
Shares
8 transactions
Others Institutions Holding UCON
# of Institutions
292Shares 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