Stonebridge Financial Planning Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Stonebridge Financial Planning Group, LLC
- $254 Million
- Q3 2025
A detailed history of Stonebridge Financial Planning Group, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 94,493 shares of UCON stock, worth $2.38 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
94,493
Previous 60,645
55.81%
Holding current value
$2.38 Million
Previous $1.51 Million
57.72%
% of portfolio
0.94%
Previous 0.66%
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