Balboa Wealth Partners First Tr ETF Viii Tcw Unconstr Transaction History

Balboa Wealth Partners

  • $398 Million
  • Q1 2025

A detailed history of Balboa Wealth Partners transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Balboa Wealth Partners holds 13,017 shares of UCON stock, worth $321,910. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,017
Previous 33,644 61.31%
Holding current value
$321,910
Previous $829,000 61.16%
% of portfolio
0.08%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$24.5 - $24.95 $505,361 - $514,643
-20,627 Reduced 61.31%
13,017 $322,000
Q4 2024

Feb 10, 2025
BUY
$24.55 - $25.16 $825,960 - $846,483
33,644 New
33,644 $829,000

Others Institutions Holding UCON

# of Institutions
312
Shares Held
122M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW UNCONSTR

UCON Quotes by TradingView
  • Ticker UCON
  • Sector ETFs
  • Industry ETFs
More about UCON
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