Clearstead Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 150,914 shares of UCON stock, worth $3.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
150,914
Previous 116,121 29.96%
Holding current value
$3.7 Million
Previous $2.84 Million 33.57%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 13, 2024
BUY
$24.39 - $25.28 $848,601 - $879,567
34,793 Added 29.96%
150,914 $3.79 Million
Q2 2024

Aug 09, 2024
BUY
$24.14 - $24.61 $2.8 Million - $2.86 Million
116,121 New
116,121 $2.84 Million
Q3 2023

Nov 07, 2023
BUY
$23.9 - $24.39 $4,923 - $5,024
206 New
206 $4,000

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 Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email