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

Inspirion Wealth Advisors, LLC

  • $713 Million
  • Q1 2025

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 19,971 shares of UCON stock, worth $495,280. This represents 0.07% of its overall portfolio holdings.

Number of Shares
19,971
Previous 24,318 17.88%
Holding current value
$495,280
Previous $599,000 17.53%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Apr 09, 2025
SELL
$24.5 - $24.95 $106,501 - $108,457
-4,347 Reduced 17.88%
19,971 $494,000
Q4 2024

Jan 14, 2025
BUY
$24.55 - $25.16 $19,517 - $20,002
795 Added 3.38%
24,318 $599,000
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
314
Shares Held
122M
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 Inspirion Wealth Advisors, LLC Portfolio

Follow Inspirion Wealth Advisors, 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 Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email