A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 132,971 shares of UCON stock, worth $3.35 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
132,971
Previous 112,295 18.41%
Holding current value
$3.35 Million
Previous $2.76 Million 17.7%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$24.14 - $24.61 $499,118 - $508,836
20,676 Added 18.41%
132,971 $3.25 Million
Q1 2024

May 06, 2024

BUY
$24.41 - $24.85 $805,530 - $820,050
33,000 Added 41.62%
112,295 $2.76 Million
Q4 2023

Feb 07, 2024

BUY
$23.51 - $24.79 $1.34 Million - $1.42 Million
57,188 Added 258.69%
79,295 $1.96 Million
Q3 2023

Nov 13, 2023

BUY
$23.9 - $24.39 $528,357 - $539,189
22,107 New
22,107 $528,000

Others Institutions Holding UCON

About FIRST TR ETF VIII TCW UNCONSTR


  • Ticker UCON
  • Sector ETFs
  • Industry ETFs
More about UCON
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.