Puff Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Puff Wealth Management, LLC
- $65.8 Billion
- Q3 2025
A detailed history of Puff Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Puff Wealth Management, LLC holds 73,905 shares of UCON stock, worth $1.86 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
73,905
Previous 78,557
5.92%
Holding current value
$1.86 Million
Previous $1.96 Billion
4.79%
% of portfolio
2.83%
Previous 1.42%
Shares
4 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