Atria Wealth Solutions, Inc. First Tr ETF Viii Tcw Unconstr Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 144,312 shares of UCON stock, worth $3.56 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

144,312

Previous 138,771 3.99%

Holding current value

$3.56 Million

Previous $3.49 Million 2.01%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$24.55 - $25.16 $136,031 - $139,411	5,541 Added 3.99%	144,312 $3.56 Million
Q3 2024 Nov 08, 2024	BUY	$24.39 - $25.28 $1.29 Million - $1.34 Million	52,991 Added 61.78%	138,771 $3.49 Million
Q2 2024 Jul 22, 2024	BUY	$24.14 - $24.61 $854,073 - $870,701	35,380 Added 70.2%	85,780 $2.1 Million
Q1 2024 May 13, 2024	SELL	$24.41 - $24.85 $226,524 - $230,608	-9,280 Reduced 15.55%	50,400 $1.24 Million
Q4 2023 Feb 02, 2024	SELL	$23.51 - $24.79 $52,427 - $55,281	-2,230 Reduced 3.6%	59,680 $1.48 Million
Q3 2023 Nov 08, 2023	SELL	$23.9 - $24.39 $167,300 - $170,730	-7,000 Reduced 10.16%	61,910 $1.48 Million
Q2 2023 Aug 03, 2023	BUY	$24.08 - $24.59 $76,357 - $77,974	3,171 Added 4.82%	68,910 $1.67 Million
Q1 2023 Aug 22, 2023	SELL	$23.87 - $24.72 $85,287 - $88,324	-3,573 Reduced 5.19%	65,337 $1.58 Million
Q1 2023 Jun 14, 2023	BUY	$23.87 - $24.72 $9,595 - $9,937	402 Added 0.62%	65,739 $1.59 Million
Q1 2023 May 10, 2023	SELL	$23.87 - $24.72 $9,595 - $9,937	-402 Reduced 0.61%	65,337 $1.58 Million
Q4 2022 Aug 30, 2023	SELL	$23.44 - $24.47 $74,328 - $77,594	-3,171 Reduced 4.6%	65,739 $1.58 Million
Q4 2022 Feb 13, 2023	BUY	$23.44 - $24.47 $217,195 - $226,739	9,266 Added 16.41%	65,739 $1.58 Million
Q3 2022 Feb 13, 2023	SELL	$23.82 - $25.02 $14,077 - $14,786	-591 Reduced 1.04%	56,473 $1.36 Million
Q3 2022 Nov 14, 2022	SELL	$23.82 - $25.02 $4,049 - $4,253	-170 Reduced 0.3%	57,064 $1.38 Million
Q2 2022 Aug 15, 2022	BUY	$24.41 - $25.54 $108,087 - $113,091	4,428 Added 8.39%	57,234 $1.4 Million
Q1 2022 May 16, 2022	BUY	$25.46 - $26.37 $1.34 Million - $1.39 Million	52,806 New	52,806 $1.35 Million

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
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Atria Wealth Solutions, Inc. First Tr ETF Viii Tcw Unconstr Transaction History