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

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 28,447 shares of UCON stock, worth $720,562. This represents 0.29% of its overall portfolio holdings.

Number of Shares
28,447
Previous 16,773 69.6%
Holding current value
$720,562
Previous $417 Million 71.64%
% of portfolio
0.29%
Previous 0.19%

Shares

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

Oct 15, 2025
BUY
$24.73 - $25.29 $288,698 - $295,235
11,674 Added 69.6%
28,447 $717 Million
Q2 2025

Jul 14, 2025
SELL
$24.48 - $24.9 $67,834 - $68,997
-2,771 Reduced 14.18%
16,773 $417 Million
Q1 2025

Apr 10, 2025
BUY
$24.5 - $24.95 $59,167 - $60,254
2,415 Added 14.1%
19,544 $484 Million
Q4 2024

Jan 23, 2025
BUY
$24.55 - $25.16 $420,516 - $430,965
17,129 New
17,129 $422 Million

Others Institutions Holding UCON

# of Institutions
301
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
More about UCON
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email