Philip James Wealth Mangement, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Philip James Wealth Mangement, LLC

  • $150 Billion
  • Q2 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 485,985 shares of UCON stock, worth $12.2 Million. This represents 7.91% of its overall portfolio holdings.

Number of Shares
485,985
Previous 470,516 3.29%
Holding current value
$12.2 Million
Previous $11.6 Billion 2.66%
% of portfolio
7.91%
Previous 8.2%

Shares

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

Jul 23, 2024
BUY
$24.14 - $24.61 $373,421 - $380,692
15,469 Added 3.29%
485,985 $11.9 Billion
Q1 2024

Apr 29, 2024
BUY
$24.41 - $24.85 $496,230 - $505,175
20,329 Added 4.52%
470,516 $11.6 Billion
Q4 2023

Jan 29, 2024
BUY
$23.51 - $24.79 $10.6 Million - $11.2 Million
450,187 New
450,187 $11.1 Billion

Others Institutions Holding UCON

# of Institutions
253
Shares Held
87.2M
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
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email