Golden State Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 121,604 shares of UCON stock, worth $3.01 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

121,604

Previous 243,191 50.0%

Holding current value

$3.01 Million

Previous $6.02 Million 49911.76%

% of portfolio

0.45%

Previous 0.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$24.5 - $24.95 $2.98 Million - $3.03 Million	-121,587 Reduced 50.0%	121,604 $3.01 Billion
Q1 2025 Apr 23, 2025	BUY	$24.5 - $24.95 $2.93 Million - $2.98 Million	119,496 Added 96.61%	243,191 $6.02 Million
Q4 2024 Jan 28, 2025	BUY	$24.55 - $25.16 $3.04 Million - $3.11 Million	123,695 New	123,695 $3.05 Billion
Q4 2020 Jan 28, 2021	SELL	$26.08 - $26.74 $41,728 - $42,784	-1,600 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$25.81 - $26.34 $41,296 - $42,144	1,600 New	1,600 $42,000
Q2 2020 Aug 11, 2020	SELL	$23.87 - $25.87 $396,242 - $429,442	-16,600 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$22.13 - $26.13 $367,358 - $433,758	16,600 New	16,600 $401,000

Others Institutions Holding UCON

# of Institutions

309

Shares Held

118M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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Golden State Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History