Collaborative Wealth Managment Inc. First Tr ETF Viii Tcw Unconstr Transaction History

Collaborative Wealth Managment Inc.

  • $207 Million
  • Q1 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 28,833 shares of UCON stock, worth $711,598. This represents 0.34% of its overall portfolio holdings.

Number of Shares
28,833
Previous 20,665 39.53%
Holding current value
$711,598
Previous $509,000 40.08%
% of portfolio
0.34%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$24.5 - $24.95 $200,116 - $203,791
8,168 Added 39.53%
28,833 $713,000
Q4 2024

Feb 10, 2025
BUY
$24.55 - $25.16 $507,325 - $519,931
20,665 New
20,665 $509,000

Others Institutions Holding UCON

# of Institutions
313
Shares Held
122M
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
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