Philip James Wealth Mangement, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Philip James Wealth Mangement, LLC

$774 Billion
Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 344,411 shares of UCON stock, worth $8.51 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

344,411

Previous 503,462 31.59%

Holding current value

$8.51 Million

Previous $12.7 Billion 32.9%

% of portfolio

1.1%

Previous 1.55%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$24.55 - $25.16 $3.9 Million - $4 Million	-159,051 Reduced 31.59%	344,411 $8.49 Billion
Q3 2024 Oct 31, 2024	BUY	$24.39 - $25.28 $426,264 - $441,818	17,477 Added 3.6%	503,462 $12.7 Billion
Q2 2024 Jul 23, 2024	BUY	$24.14 - $24.61 $373,421 - $380,692	15,469 Added 3.29%	485,985 $11.9 Billion
Q1 2024 Apr 29, 2024	BUY	$24.41 - $24.85 $496,230 - $505,175	20,329 Added 4.52%	470,516 $11.6 Billion
Q4 2023 Jan 29, 2024	BUY	$23.51 - $24.79 $10.6 Million - $11.2 Million	450,187 New	450,187 $11.1 Billion

Others Institutions Holding UCON

# of Institutions

281

Shares Held

103M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
Industry ETFs

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Philip James Wealth Mangement, LLC First Tr ETF Viii Tcw Unconstr Transaction History