Root Financial Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Root Financial Partners, LLC

$807 Billion
Q4 2024

A detailed history of Root Financial Partners, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Root Financial Partners, LLC holds 27,232 shares of UCON stock, worth $676,715. This represents 0.08% of its overall portfolio holdings.

Number of Shares

27,232

Previous 28,820 5.51%

Holding current value

$676,715

Previous $724 Million 7.32%

% of portfolio

0.08%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$24.55 - $25.16 $38,985 - $39,954	-1,588 Reduced 5.51%	27,232 $671 Million
Q3 2024 Oct 31, 2024	BUY	$24.39 - $25.28 $2,341 - $2,426	96 Added 0.33%	28,820 $724 Million
Q2 2024 Aug 02, 2024	SELL	$24.14 - $24.61 $126,928 - $129,399	-5,258 Reduced 15.47%	28,724 $702 Million
Q1 2024 Apr 24, 2024	SELL	$24.41 - $24.85 $42,839 - $43,611	-1,755 Reduced 4.91%	33,982 $836 Million
Q4 2023 Jan 29, 2024	BUY	$23.51 - $24.79 $822 - $867	35 Added 0.1%	35,737 $884 Million
Q3 2023 Oct 19, 2023	BUY	$23.9 - $24.39 $308,692 - $315,021	12,916 Added 56.68%	35,702 $853 Million
Q2 2023 Jul 26, 2023	SELL	$24.08 - $24.59 $53,433 - $54,565	-2,219 Reduced 8.87%	22,786 $551 Million
Q1 2023 May 11, 2023	BUY	$23.87 - $24.72 $596,869 - $618,123	25,005 New	25,005 $605 Million

Others Institutions Holding UCON

# of Institutions

309

Shares Held

115M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

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Root Financial Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History