National Wealth Management Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History

National Wealth Management Group, LLC

  • $148 Billion
  • Q3 2024

A detailed history of National Wealth Management Group, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 10,239 shares of UCON stock, worth $253,312. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,239
Previous 14,002 26.87%
Holding current value
$253,312
Previous $342 Million 24.84%
% of portfolio
0.17%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$24.39 - $25.28 $91,779 - $95,128
-3,763 Reduced 26.87%
10,239 $257 Million
Q2 2024

Aug 09, 2024
SELL
$24.14 - $24.61 $5,841 - $5,955
-242 Reduced 1.7%
14,002 $342 Million
Q1 2024

May 17, 2024
BUY
$24.41 - $24.85 $89,950 - $91,572
3,685 Added 34.9%
14,244 $350 Million
Q4 2023

Feb 01, 2024
BUY
$23.51 - $24.79 $248,242 - $261,757
10,559 New
10,559 $261 Million

Others Institutions Holding UCON

# of Institutions
271
Shares Held
102M
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 National Wealth Management Group, LLC Portfolio

Follow National Wealth Management Group, 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 National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email