Private Client Services, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Private Client Services, LLC

$186 Billion
Q4 2024

A detailed history of Private Client Services, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Private Client Services, LLC holds 48,594 shares of UCON stock, worth $1.2 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

48,594

Previous 61,129 20.51%

Holding current value

$1.2 Million

Previous $1.54 Billion 22.02%

% of portfolio

0.64%

Previous 0.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	SELL	$24.55 - $25.16 $307,734 - $315,380	-12,535 Reduced 20.51%	48,594 $1.2 Billion
Q3 2024 Oct 03, 2024	BUY	$24.39 - $25.28 $406,239 - $421,063	16,656 Added 37.45%	61,129 $1.54 Billion
Q2 2024 Jul 29, 2024	BUY	$24.14 - $24.61 $54,363 - $55,421	2,252 Added 5.33%	44,473 $1.09 Billion
Q1 2024 May 10, 2024	BUY	$24.41 - $24.85 $79,332 - $80,762	3,250 Added 8.34%	42,221 $1.04 Billion
Q4 2023 Jan 30, 2024	BUY	$23.51 - $24.79 $916,208 - $966,091	38,971 New	38,971 $964 Million

Others Institutions Holding UCON

# of Institutions

305

Shares Held

115M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
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Private Client Services, LLC First Tr ETF Viii Tcw Unconstr Transaction History