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

Root Financial Partners, LLC

  • $337 Billion
  • Q1 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 33,982 shares of UCON stock, worth $832,898. This represents 0.25% of its overall portfolio holdings.

Number of Shares
33,982
Previous 35,737 4.91%
Holding current value
$832,898
Previous $884 Million 5.45%
% of portfolio
0.25%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
229
Shares Held
75.5M
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 Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, 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 Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email