Institutional & Family Asset Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 59,288 shares of UCON stock, worth $1.46 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
59,288
Previous 59,510
0.37%
Holding current value
$1.46 Million
Previous $1.46 Million
0.96%
% of portfolio
0.17%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
300Shares Held
111MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$295 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$194 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$104 Million0.02% of portfolio
-
Harbour Investments, Inc. Madison, WI3.98MShares$98 Million3.01% of portfolio