Tolleson Wealth Management, Inc. First Tr ETF Viii Tcw Unconstr Transaction History
Tolleson Wealth Management, Inc.
- $525 Million
- Q3 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 342,372 shares of UCON stock, worth $8.41 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
342,372
Previous 533,334
35.81%
Holding current value
$8.41 Million
Previous $13 Million
34.02%
% of portfolio
1.64%
Previous 2.57%
Shares
12 transactions
Others Institutions Holding UCON
# of Institutions
271Shares Held
102MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.3MShares$253 Million0.12% of portfolio
-
Ubs Group Ag7.87MShares$193 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.2MShares$177 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.85MShares$94.6 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI3.44MShares$84.4 Million2.75% of portfolio