Cyndeo Wealth Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 685,111 shares of UCON stock, worth $16.9 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
685,111
Previous 662,387 3.43%
Holding current value
$16.9 Million
Previous $16.6 Million 1.45%
% of portfolio
1.19%
Previous 1.18%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$24.55 - $25.16 $557,874 - $571,735
22,724 Added 3.43%
685,111 $16.9 Million
Q3 2024

Oct 18, 2024
BUY
$24.39 - $25.28 $205,339 - $212,832
8,419 Added 1.29%
662,387 $16.6 Million
Q2 2024

Jul 30, 2024
BUY
$24.14 - $24.61 $438,792 - $447,335
18,177 Added 2.86%
653,968 $16 Million
Q1 2024

Apr 16, 2024
BUY
$24.41 - $24.85 $232,871 - $237,069
9,540 Added 1.52%
635,791 $15.6 Million
Q4 2023

Jan 12, 2024
BUY
$23.51 - $24.79 $194,709 - $205,310
8,282 Added 1.34%
626,251 $15.5 Million
Q3 2023

Oct 10, 2023
BUY
$23.9 - $24.39 $356,468 - $363,776
14,915 Added 2.47%
617,969 $14.8 Million
Q2 2023

Jul 27, 2023
BUY
$24.08 - $24.59 $470,619 - $480,586
19,544 Added 3.35%
603,054 $14.6 Million
Q1 2023

Apr 21, 2023
BUY
$23.87 - $24.72 $6.95 Million - $7.2 Million
291,195 Added 99.62%
583,510 $14.1 Million
Q4 2022

Jan 25, 2023
BUY
$23.44 - $24.47 $6.85 Million - $7.15 Million
292,315 New
292,315 $0

Others Institutions Holding UCON

# of Institutions
303
Shares Held
114M
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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email