Creative One Wealth, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Creative One Wealth, LLC

  • $1.97 Billion
  • Q2 2024

A detailed history of Creative One Wealth, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Creative One Wealth, LLC holds 16,284 shares of UCON stock, worth $409,542. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,284
Previous 14,191 14.75%
Holding current value
$409,542
Previous $349,000 14.04%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$24.14 - $24.61 $50,525 - $51,508
2,093 Added 14.75%
16,284 $398,000
Q1 2024

May 14, 2024
BUY
$24.41 - $24.85 $346,402 - $352,646
14,191 New
14,191 $349,000
Q4 2022

Feb 14, 2023
BUY
$23.44 - $24.47 $14,907 - $15,562
636 Added 5.01%
13,327 $321,000
Q3 2022

Nov 14, 2022
SELL
$23.82 - $25.02 $857 - $900
-36 Reduced 0.28%
12,691 $302,000
Q2 2022

Aug 12, 2022
BUY
$24.41 - $25.54 $310,666 - $325,047
12,727 New
12,727 $312,000

Others Institutions Holding UCON

# of Institutions
253
Shares Held
87.2M
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 Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email