Lakeridge Wealth Management LLC First Tr ETF Viii Tcw Unconstr Transaction History

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024

A detailed history of Lakeridge Wealth Management LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 18,212 shares of UCON stock, worth $447,650. This represents 0.25% of its overall portfolio holdings.

Number of Shares
18,212
Previous 15,905 14.5%
Holding current value
$447,650
Previous $389 Million 17.69%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Oct 07, 2024
BUY
$24.39 - $25.28 $56,267 - $58,320
2,307 Added 14.5%
18,212 $458 Million
Q4 2023

Feb 14, 2024
BUY
$23.51 - $24.79 $373,926 - $394,284
15,905 New
15,905 $393 Million

Others Institutions Holding UCON

# of Institutions
271
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
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