A detailed history of Mbe Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 81,499 shares of UCON stock, worth $2.05 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
81,499
Previous 81,012 0.6%
Holding current value
$2.05 Million
Previous $1.99 Million -0.0%
% of portfolio
1.25%
Previous 1.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$24.14 - $24.61 $11,756 - $11,985
487 Added 0.6%
81,499 $1.99 Million
Q1 2024

Apr 22, 2024

SELL
$24.41 - $24.85 $947,986 - $965,074
-38,836 Reduced 32.4%
81,012 $1.99 Million
Q4 2023

Jan 29, 2024

BUY
$23.51 - $24.79 $21,041 - $22,187
895 Added 0.75%
119,848 $2.97 Million
Q3 2023

Oct 16, 2023

BUY
$23.9 - $24.39 $232,666 - $237,436
9,735 Added 8.91%
118,953 $2.84 Million
Q2 2023

Jul 17, 2023

BUY
$24.08 - $24.59 $334,976 - $342,071
13,911 Added 14.6%
109,218 $2.64 Million
Q1 2023

Apr 20, 2023

SELL
$23.87 - $24.72 $406,195 - $420,660
-17,017 Reduced 15.15%
95,307 $2.31 Million
Q4 2022

Jan 17, 2023

BUY
$23.66 - $24.47 $283 - $293
12 Added 0.01%
112,324 $0
Q3 2022

Oct 20, 2022

SELL
$24.16 - $25.02 $35,056 - $36,304
-1,451 Reduced 1.28%
112,312 $2.68 Million
Q2 2022

Jul 19, 2022

BUY
$24.41 - $25.54 $68,030 - $71,179
2,787 Added 2.51%
113,763 $2.79 Million
Q1 2022

Apr 20, 2022

BUY
$25.46 - $26.37 $2.83 Million - $2.93 Million
110,976 New
110,976 $2.83 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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