Walkner Condon Financial Advisors LLC First Tr ETF Viii Tcw Unconstr Transaction History
Walkner Condon Financial Advisors LLC
- $686 Million
- Q4 2025
A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 668,341 shares of UCON stock, worth $16.8 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
668,341
Previous 536,772
24.51%
Holding current value
$16.8 Million
Previous $13.5 Million
24.56%
% of portfolio
2.46%
Previous 2.21%
Shares
20 transactions
Others Institutions Holding UCON
# of Institutions
295Shares 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