Inspirion Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 23,523 shares of UCON stock, worth $579,606. This represents 0.08% of its overall portfolio holdings.

Number of Shares

23,523

Previous 21,195 10.98%

Holding current value

$579,606

Previous $518,000 14.09%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$24.39 - $25.28 $56,779 - $58,851	2,328 Added 10.98%	23,523 $591,000
Q2 2024 Jul 12, 2024	SELL	$24.14 - $24.61 $20,591 - $20,992	-853 Reduced 3.87%	21,195 $518,000
Q1 2024 Apr 12, 2024	SELL	$24.41 - $24.85 $219,641 - $223,600	-8,998 Reduced 28.98%	22,048 $542,000
Q3 2023 Oct 13, 2023	SELL	$23.9 - $24.39 $5,975 - $6,097	-250 Reduced 0.8%	31,046 $741,000
Q1 2023 Apr 07, 2023	SELL	$23.87 - $24.72 $59,149 - $61,256	-2,478 Reduced 7.34%	31,296 $757,000
Q4 2022 Jan 18, 2023	SELL	$23.44 - $24.47 $32,464 - $33,890	-1,385 Reduced 3.94%	33,774 $0
Q3 2022 Oct 18, 2022	SELL	$23.82 - $25.02 $28,584 - $30,024	-1,200 Reduced 3.3%	35,159 $837,000
Q2 2022 Jul 27, 2022	BUY	$24.41 - $25.54 $887,523 - $928,608	36,359 New	36,359 $891,000

Others Institutions Holding UCON

# of Institutions

269

Shares Held

102M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
Industry ETFs

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Inspirion Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History