Concurrent Investment Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 18,829 shares of UCON stock, worth $464,699. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,829
Previous 16,536 13.87%
Holding current value
$464,699
Previous $408 Million 14.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 29, 2025
BUY
$24.5 - $24.95 $56,178 - $57,210
2,293 Added 13.87%
18,829 $466 Million
Q4 2024

Feb 03, 2025
SELL
$24.55 - $25.16 $11,022 - $11,296
-449 Reduced 2.64%
16,536 $408 Million
Q3 2024

Oct 30, 2024
BUY
$24.39 - $25.28 $93,438 - $96,847
3,831 Added 29.12%
16,985 $427 Million
Q2 2024

Jul 30, 2024
BUY
$24.14 - $24.61 $317,537 - $323,719
13,154 New
13,154 $322 Million

Others Institutions Holding UCON

# of Institutions
314
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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