Goldstone Financial Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 290,514 shares of UCON stock, worth $7.17 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

290,514

Previous 214,586 35.38%

Holding current value

$7.17 Million

Previous $5.39 Billion 32.8%

% of portfolio

1.12%

Previous 0.94%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$24.55 - $25.16 $1.86 Million - $1.91 Million	75,928 Added 35.38%	290,514 $7.16 Billion
Q3 2024 Oct 28, 2024	BUY	$24.39 - $25.28 $5.23 Million - $5.42 Million	214,586 New	214,586 $5.39 Billion
Q2 2024 Jan 15, 2025	SELL	$24.14 - $24.61 $2.4 Million - $2.45 Million	-99,454 Reduced 34.23%	191,060 $4.67 Billion
Q1 2024 Jan 15, 2025	BUY	$24.41 - $24.85 $342,691 - $348,869	14,039 Added 9.4%	163,460 $4.02 Billion
Q4 2023 Jan 15, 2025	SELL	$23.51 - $24.79 $3.32 Million - $3.5 Million	-141,093 Reduced 48.57%	149,421 $3.7 Billion

Others Institutions Holding UCON

# of Institutions

275

Shares Held

102M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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Goldstone Financial Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History