Holistic Financial Partners First Tr ETF Viii Tcw Unconstr Transaction History

Holistic Financial Partners

  • $205 Million
  • Q3 2024

A detailed history of Holistic Financial Partners transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Holistic Financial Partners holds 110,754 shares of UCON stock, worth $2.73 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
110,754
Previous 110,972 0.2%
Holding current value
$2.73 Million
Previous $2.71 Million 2.58%
% of portfolio
1.36%
Previous 1.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$24.39 - $25.28 $5,317 - $5,511
-218 Reduced 0.2%
110,754 $2.78 Million
Q2 2024

Jul 30, 2024
BUY
$24.14 - $24.61 $465,708 - $474,776
19,292 Added 21.04%
110,972 $2.71 Million
Q1 2024

May 08, 2024
BUY
$24.41 - $24.85 $2.24 Million - $2.28 Million
91,680 New
91,680 $2.26 Million

Others Institutions Holding UCON

# of Institutions
271
Shares Held
102M
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
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