Cyndeo Wealth Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 662,387 shares of UCON stock, worth $16.3 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

662,387

Previous 653,968 1.29%

Holding current value

$16.3 Million

Previous $16 Million 4.1%

% of portfolio

1.18%

Previous 1.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$24.39 - $25.28 $205,339 - $212,832	8,419 Added 1.29%	662,387 $16.6 Million
Q2 2024 Jul 30, 2024	BUY	$24.14 - $24.61 $438,792 - $447,335	18,177 Added 2.86%	653,968 $16 Million
Q1 2024 Apr 16, 2024	BUY	$24.41 - $24.85 $232,871 - $237,069	9,540 Added 1.52%	635,791 $15.6 Million
Q4 2023 Jan 12, 2024	BUY	$23.51 - $24.79 $194,709 - $205,310	8,282 Added 1.34%	626,251 $15.5 Million
Q3 2023 Oct 10, 2023	BUY	$23.9 - $24.39 $356,468 - $363,776	14,915 Added 2.47%	617,969 $14.8 Million
Q2 2023 Jul 27, 2023	BUY	$24.08 - $24.59 $470,619 - $480,586	19,544 Added 3.35%	603,054 $14.6 Million
Q1 2023 Apr 21, 2023	BUY	$23.87 - $24.72 $6.95 Million - $7.2 Million	291,195 Added 99.62%	583,510 $14.1 Million
Q4 2022 Jan 25, 2023	BUY	$23.44 - $24.47 $6.85 Million - $7.15 Million	292,315 New	292,315 $0

Others Institutions Holding UCON

# of Institutions

269

Shares Held

102M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History