Ellenbecker Investment Group First Tr ETF Viii Tcw Unconstr Transaction History

Ellenbecker Investment Group

  • $541 Million
  • Q4 2024

A detailed history of Ellenbecker Investment Group transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Ellenbecker Investment Group holds 103,120 shares of UCON stock, worth $2.55 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
103,120
Previous 188,410 45.27%
Holding current value
$2.55 Million
Previous $4.73 Million 46.32%
% of portfolio
0.47%
Previous 0.9%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$24.55 - $25.16 $2.09 Million - $2.15 Million
-85,290 Reduced 45.27%
103,120 $2.54 Million
Q3 2024

Oct 17, 2024
BUY
$24.39 - $25.28 $180,095 - $186,667
7,384 Added 4.08%
188,410 $4.73 Million
Q2 2024

Jul 11, 2024
BUY
$24.14 - $24.61 $331,804 - $338,264
13,745 Added 8.22%
181,026 $4.43 Million
Q1 2024

Apr 09, 2024
BUY
$24.41 - $24.85 $499,794 - $508,803
20,475 Added 13.95%
167,281 $4.12 Million
Q4 2023

Feb 01, 2024
BUY
$23.51 - $24.79 $15,093 - $15,915
642 Added 0.44%
146,806 $3.63 Million
Q3 2023

Oct 17, 2023
BUY
$23.9 - $24.39 $44,836 - $45,755
1,876 Added 1.3%
146,164 $3.49 Million
Q2 2023

Jul 31, 2023
BUY
$24.08 - $24.59 $326,813 - $333,735
13,572 Added 10.38%
144,288 $3.49 Million
Q1 2023

Apr 18, 2023
BUY
$23.87 - $24.72 $55,450 - $57,424
2,323 Added 1.81%
130,716 $3.16 Million
Q4 2022

Jan 11, 2023
BUY
$23.44 - $24.47 $148,820 - $155,360
6,349 Added 5.2%
128,393 $3.1 Million
Q3 2022

Oct 17, 2022
BUY
$23.82 - $25.02 $827,316 - $868,994
34,732 Added 39.78%
122,044 $2.91 Million
Q2 2022

Jul 05, 2022
BUY
$24.41 - $25.54 $2.13 Million - $2.23 Million
87,312 New
87,312 $2.14 Million

Others Institutions Holding UCON

# of Institutions
281
Shares Held
103M
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 Ellenbecker Investment Group Portfolio

Follow Ellenbecker Investment Group 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 Ellenbecker Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Ellenbecker Investment Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email