National Wealth Management Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 14,002 shares of UCON stock, worth $346,269. This represents 0.26% of its overall portfolio holdings.
Number of Shares
14,002
Previous 14,244
1.7%
Holding current value
$346,269
Previous $350 Million
2.3%
% of portfolio
0.26%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding UCON
# of Institutions
257Shares Held
89.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.11MShares$201 Million0.1% of portfolio
-
Ubs Group Ag7.87MShares$195 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.1MShares$151 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$88.4 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI2.87MShares$71 Million2.48% of portfolio