Spectrum Wealth Advisory Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Spectrum Wealth Advisory Group, LLC
- $212 Million
- Q4 2024
A detailed history of Spectrum Wealth Advisory Group, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 204,388 shares of UCON stock, worth $5.01 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
204,388
Previous 123,972
64.87%
Holding current value
$5.01 Million
Previous $3.12 Million
61.73%
% of portfolio
2.38%
Previous 1.75%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
306Shares Held
116MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12MShares$293 Million0.12% of portfolio
-
Ubs Group Ag8.79MShares$216 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.23MShares$177 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.83MShares$118 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$103 Million0.02% of portfolio