Balboa Wealth Partners First Tr ETF Viii Tcw Unconstr Transaction History

Balboa Wealth Partners

$422 Million
Q4 2024

A detailed history of Balboa Wealth Partners transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Balboa Wealth Partners holds 33,644 shares of UCON stock, worth $829,661. This represents 0.2% of its overall portfolio holdings.

Number of Shares

33,644

Holding current value

$829,661

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$24.55 - $25.16 $825,960 - $846,483	33,644 New	33,644 $829,000

Others Institutions Holding UCON

# of Institutions

300

Shares Held

111M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

12M
Shares

$295 Million
0.12% of portfolio
Ubs Group Ag

8.79M
Shares

$217 Million
0.04% of portfolio
Morgan Stanley New York, NY

7.2M
Shares

$177 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

4.83M
Shares

$119 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

4.21M
Shares

$104 Million
0.02% of portfolio

View Full List

About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
Industry ETFs

More about UCON

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Balboa Wealth Partners First Tr ETF Viii Tcw Unconstr Transaction History