A detailed history of National Wealth Management Group, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 10,239 shares of UCON stock, worth $252,288. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,239
Previous 14,002 26.87%
Holding current value
$252,288
Previous $342 Million 24.84%
% of portfolio
0.17%
Previous 0.26%

Shares

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

Nov 13, 2024

SELL
$24.39 - $25.28 $91,779 - $95,128
-3,763 Reduced 26.87%
10,239 $257 Million
Q2 2024

Aug 09, 2024

SELL
$24.14 - $24.61 $5,841 - $5,955
-242 Reduced 1.7%
14,002 $342 Million
Q1 2024

May 17, 2024

BUY
$24.41 - $24.85 $89,950 - $91,572
3,685 Added 34.9%
14,244 $350 Million
Q4 2023

Feb 01, 2024

BUY
$23.51 - $24.79 $248,242 - $261,757
10,559 New
10,559 $261 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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