A detailed history of Iht Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 12,423 shares of UCON stock, worth $306,848. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,423
Holding current value
$306,848
% of portfolio
0.01%

Shares

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

Nov 14, 2024

BUY
$24.39 - $25.28 $302,996 - $314,053
12,423 New
12,423 $312,000
Q3 2023

Nov 14, 2023

SELL
$23.9 - $24.39 $46,581 - $47,536
-1,949 Reduced 10.97%
15,824 $378,000
Q2 2023

Aug 14, 2023

BUY
$24.08 - $24.59 $58,369 - $59,606
2,424 Added 15.79%
17,773 $429,000
Q1 2023

May 15, 2023

BUY
$23.87 - $24.72 $366,380 - $379,427
15,349 New
15,349 $371,000

Others Institutions Holding UCON

About FIRST TR ETF VIII TCW UNCONSTR


  • Ticker UCON
  • Sector ETFs
  • Industry ETFs
More about UCON
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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