Warren Averett Asset Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 2025
A detailed history of Warren Averett Asset Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 16,988 shares of UCON stock, worth $428,097. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,988
Previous 11,386
49.2%
Holding current value
$428,097
Previous $283,000
50.88%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
296Shares 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