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

Philip James Wealth Mangement, LLC

$822 Billion
Q1 2025

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 317,732 shares of UCON stock, worth $7.91 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

317,732

Previous 344,411 7.75%

Holding current value

$7.91 Million

Previous $8.49 Billion 7.37%

% of portfolio

0.96%

Previous 1.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$24.5 - $24.95 $653,635 - $665,641	-26,679 Reduced 7.75%	317,732 $7.86 Billion
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

314

Shares Held

120M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
Industry ETFs

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