Legacy Wealth Managment, Llc/Id First Tr ETF Viii Tcw Unconstr Transaction History

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 276,854 shares of UCON stock, worth $6.91 Million. This represents 5.73% of its overall portfolio holdings.

Number of Shares
276,854
Previous 127,726 116.76%
Holding current value
$6.91 Million
Previous $3.16 Million 117.97%
% of portfolio
5.73%
Previous 2.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$24.48 - $24.9 $3.65 Million - $3.71 Million
149,128 Added 116.76%
276,854 $6.89 Million
Q1 2025

May 16, 2025
SELL
$24.5 - $24.95 $573,888 - $584,428
-23,424 Reduced 15.5%
127,726 $3.16 Million
Q4 2024

Feb 13, 2025
BUY
$24.55 - $25.16 $59,828 - $61,314
2,437 Added 1.64%
151,150 $3.73 Million
Q3 2024

Nov 15, 2024
BUY
$24.39 - $25.28 $3.63 Million - $3.76 Million
148,713 New
148,713 $3.74 Million

Others Institutions Holding UCON

# of Institutions
309
Shares Held
115M
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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