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

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 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 30,406 shares of UCON stock, worth $770,183. This represents 0.01% of its overall portfolio holdings.

Number of Shares

30,406

Previous 27,319 11.3%

Holding current value

$770,183

Previous $680 Million 12.64%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$24.73 - $25.29 $76,341 - $78,070	3,087 Added 11.3%	30,406 $766 Million
Q2 2025 Jul 25, 2025	BUY	$24.48 - $24.9 $207,835 - $211,401	8,490 Added 45.09%	27,319 $680 Million
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

302

Shares Held

103M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
Industry ETFs

More about UCON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

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