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

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 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 344,411 shares of UCON stock, worth $8.51 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
344,411
Previous 503,462 31.59%
Holding current value
$8.51 Million
Previous $12.7 Billion 32.9%
% of portfolio
1.1%
Previous 1.55%

Shares

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

Jan 31, 2025
SELL
$24.55 - $25.16 $3.9 Million - $4 Million
-159,051 Reduced 31.59%
344,411 $8.49 Billion
Q3 2024

Oct 31, 2024
BUY
$24.39 - $25.28 $426,264 - $441,818
17,477 Added 3.6%
503,462 $12.7 Billion
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
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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