Holistic Planning, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Holistic Planning, LLC holds 18,422 shares of UCON stock, worth $464,234. This represents 0.12% of its overall portfolio holdings.

Number of Shares
18,422
Previous 16,662 10.56%
Holding current value
$464,234
Previous $415 Million 11.89%
% of portfolio
0.12%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$24.73 - $25.29 $43,524 - $44,510
1,760 Added 10.56%
18,422 $464 Million
Q2 2025

Jul 28, 2025
BUY
$24.48 - $24.9 $29,229 - $29,730
1,194 Added 7.72%
16,662 $415 Million
Q1 2025

Apr 23, 2025
BUY
$24.5 - $24.95 $378,966 - $385,926
15,468 New
15,468 $383 Million

Others Institutions Holding UCON

# of Institutions
292
Shares Held
100M
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
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