A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 16,773 shares of UCON stock, worth $423,350. This represents 0.19% of its overall portfolio holdings.

Number of Shares
16,773
Previous 19,544 14.18%
Holding current value
$423,350
Previous $484 Million 13.69%
% of portfolio
0.19%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025

SELL
$24.48 - $24.9 $67,834 - $68,997
-2,771 Reduced 14.18%
16,773 $417 Million
Q1 2025

Apr 10, 2025

BUY
$24.5 - $24.95 $59,167 - $60,254
2,415 Added 14.1%
19,544 $484 Million
Q4 2024

Jan 23, 2025

BUY
$24.55 - $25.16 $420,516 - $430,965
17,129 New
17,129 $422 Million

Others Institutions Holding UCON

About FIRST TR ETF VIII TCW UNCONSTR


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

Track Iams Wealth Management, LLC Portfolio

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

News

Stay updated on Iams Wealth Management, LLC with notifications on news.