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

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

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 79,481 shares of UCON stock, worth $1.97 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

79,481

Previous 95,866 17.09%

Holding current value

$1.97 Million

Previous $2.36 Million 16.76%

% of portfolio

0.07%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$24.5 - $24.95 $401,432 - $408,805	-16,385 Reduced 17.09%	79,481 $1.97 Million
Q4 2024 Feb 07, 2025	SELL	$24.55 - $25.16 $152,455 - $156,243	-6,210 Reduced 6.08%	95,866 $2.36 Million
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

308

Shares Held

117M

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