National Wealth Management Group, LLC First Tr ETF Viii Tcw Unconstr Transaction History

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024

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 11,063 shares of UCON stock, worth $273,034. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,063
Previous 10,239 8.05%
Holding current value
$273,034
Previous $257 Million 5.98%
% of portfolio
0.18%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$24.55 - $25.16 $20,229 - $20,731
824 Added 8.05%
11,063 $273 Million
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

# of Institutions
305
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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