A detailed history of Lee Financial Group Hawaii, Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Lee Financial Group Hawaii, Inc. holds 237,029 shares of UCON stock, worth $5.96 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares
237,029
Previous 234,906 0.9%
Holding current value
$5.96 Million
Previous $5.81 Million 0.33%
% of portfolio
4.56%
Previous 4.95%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$24.41 - $24.85 $51,822 - $52,756
2,123 Added 0.9%
237,029 $5.83 Million
Q4 2023

Jan 23, 2024

BUY
$23.51 - $24.79 $25,555 - $26,946
1,087 Added 0.46%
234,906 $5.81 Million
Q3 2023

Oct 18, 2023

SELL
$23.9 - $24.39 $2.41 Million - $2.46 Million
-100,750 Reduced 30.11%
233,819 $5.59 Million
Q2 2023

Aug 02, 2023

SELL
$24.08 - $24.59 $79,704 - $81,392
-3,310 Reduced 0.98%
334,569 $8.09 Million
Q1 2023

May 04, 2023

BUY
$23.87 - $24.72 $386,694 - $400,464
16,200 Added 5.04%
337,879 $8.18 Million
Q4 2022

Feb 13, 2023

SELL
$23.44 - $24.47 $194,973 - $203,541
-8,318 Reduced 2.52%
321,679 $7.76 Million
Q3 2022

Nov 04, 2022

SELL
$23.82 - $25.02 $105,474 - $110,788
-4,428 Reduced 1.32%
329,997 $7.86 Million
Q2 2022

Aug 08, 2022

BUY
$24.41 - $25.54 $8.16 Million - $8.54 Million
334,425 New
334,425 $8.19 Million

Others Institutions Holding UCON

About FIRST TR ETF VIII TCW UNCONSTR


  • Ticker UCON
  • Sector ETFs
  • Industry ETFs
More about UCON
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