Sequent Planning LLC First Tr ETF Viii Tcw Unconstr Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024

A detailed history of Sequent Planning LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Sequent Planning LLC holds 103,405 shares of UCON stock, worth $2.55 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
103,405
Previous 102,668 0.72%
Holding current value
$2.55 Million
Previous $2.5 Billion 3.77%
% of portfolio
0.9%
Previous 0.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$24.39 - $25.28 $17,975 - $18,631
737 Added 0.72%
103,405 $2.6 Billion
Q2 2024

Aug 12, 2024
BUY
$24.14 - $24.61 $355,799 - $362,726
14,739 Added 16.76%
102,668 $2.5 Billion
Q1 2024

May 14, 2024
BUY
$24.41 - $24.85 $2.15 Million - $2.19 Million
87,929 New
87,929 $2.16 Billion

Others Institutions Holding UCON

# of Institutions
269
Shares Held
102M
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 Sequent Planning LLC Portfolio

Follow Sequent Planning 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 Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email