Holos Integrated Wealth LLC First Tr ETF Viii Tcw Unconstr Transaction History

Holos Integrated Wealth LLC

  • $153 Billion
  • Q1 2025

A detailed history of Holos Integrated Wealth LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 536,062 shares of UCON stock, worth $13.4 Million. This represents 8.7% of its overall portfolio holdings.

Number of Shares
536,062
Previous 511,029 4.9%
Holding current value
$13.4 Million
Previous $12.6 Billion 5.32%
% of portfolio
8.7%
Previous 8.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 08, 2025
BUY
$24.5 - $24.95 $613,308 - $624,573
25,033 Added 4.9%
536,062 $13.3 Billion
Q4 2024

Aug 08, 2025
BUY
$24.55 - $25.16 $12.5 Million - $12.9 Million
511,029 New
511,029 $12.6 Billion

Others Institutions Holding UCON

# of Institutions
308
Shares Held
114M
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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