Avantax Planning Partners, Inc. First Tr ETF Viii Tcw Unconstr Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 102,076 shares of UCON stock, worth $2.51 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
102,076
Previous 390,335 73.85%
Holding current value
$2.51 Million
Previous $9.54 Million 73.12%
% of portfolio
0.09%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$24.39 - $25.28 $7.03 Million - $7.29 Million
-288,259 Reduced 73.85%
102,076 $2.57 Million
Q2 2024

Aug 09, 2024
SELL
$24.14 - $24.61 $5.22 Million - $5.32 Million
-216,337 Reduced 35.66%
390,335 $9.54 Million
Q1 2024

May 02, 2024
BUY
$24.41 - $24.85 $14.8 Million - $15.1 Million
606,672 New
606,672 $14.9 Million

Others Institutions Holding UCON

# of Institutions
271
Shares Held
102M
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
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email