Chokshi & Queen Wealth Advisors, Inc First Tr ETF Viii Tcw Unconstr Transaction History

Chokshi & Queen Wealth Advisors, Inc

  • $175 Billion
  • Q2 2025

A detailed history of Chokshi & Queen Wealth Advisors, Inc transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Chokshi & Queen Wealth Advisors, Inc holds 12,367 shares of UCON stock, worth $308,185. This represents 0.18% of its overall portfolio holdings.

Number of Shares
12,367
Previous 10,586 16.82%
Holding current value
$308,185
Previous $262 Million 17.48%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Jul 30, 2025
BUY
$24.48 - $24.9 $43,598 - $44,346
1,781 Added 16.82%
12,367 $308 Million
Q1 2025

May 20, 2025
BUY
$24.5 - $24.95 $2,744 - $2,794
112 Added 1.07%
10,586 $262 Million
Q4 2024

Feb 25, 2025
BUY
$24.55 - $25.16 $257,136 - $263,525
10,474 New
10,474 $258 Million

Others Institutions Holding UCON

# of Institutions
308
Shares Held
114M
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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