Avantax Advisory Services, Inc. First Tr ETF Viii Tcw Unconstr Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 137,829 shares of UCON stock, worth $3.41 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

137,829

Previous 124,422 10.78%

Holding current value

$3.41 Million

Previous $3.04 Million 13.84%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$24.39 - $25.28 $326,996 - $338,928	13,407 Added 10.78%	137,829 $3.46 Million
Q2 2024 Aug 09, 2024	BUY	$24.14 - $24.61 $26,264 - $26,775	1,088 Added 0.88%	124,422 $3.04 Million
Q1 2024 May 08, 2024	SELL	$24.41 - $24.85 $11,594 - $11,803	-475 Reduced 0.38%	123,334 $3.03 Million
Q4 2023 Feb 07, 2024	BUY	$23.51 - $24.79 $2.69 Million - $2.84 Million	114,562 Added 1238.91%	123,809 $3.06 Million
Q3 2023 Nov 07, 2023	SELL	$23.9 - $24.39 $23,708 - $24,194	-992 Reduced 9.69%	9,247 $221,000
Q2 2023 Aug 11, 2023	BUY	$24.08 - $24.59 $31,039 - $31,696	1,289 Added 14.4%	10,239 $247,000
Q1 2023 Apr 28, 2023	BUY	$23.87 - $24.72 $213,636 - $221,244	8,950 New	8,950 $216,000
Q2 2022 Aug 02, 2022	BUY	$24.41 - $25.54 $210,365 - $220,103	8,618 New	8,618 $211,000

Others Institutions Holding UCON

# of Institutions

271

Shares Held

102M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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Avantax Advisory Services, Inc. First Tr ETF Viii Tcw Unconstr Transaction History