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

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025

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 19,544 shares of UCON stock, worth $486,254. This represents 0.22% of its overall portfolio holdings.

Number of Shares
19,544
Previous 17,129 14.1%
Holding current value
$486,254
Previous $422 Million 14.56%
% of portfolio
0.22%
Previous 0.19%

Shares

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

# of Institutions
313
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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