A detailed history of Spire Wealth Management transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Spire Wealth Management holds 53 shares of UCON stock, worth $1,306. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53
Previous 718 92.62%
Holding current value
$1,306
Previous $17,000 94.12%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 15, 2024

SELL
$24.39 - $25.28 $16,219 - $16,811
-665 Reduced 92.62%
53 $1,000
Q1 2024

Apr 24, 2024

SELL
$24.41 - $24.85 $11,814 - $12,027
-484 Reduced 40.27%
718 $17,000
Q4 2023

Feb 06, 2024

SELL
$23.51 - $24.79 $44,739 - $47,175
-1,903 Reduced 61.29%
1,202 $29,000
Q3 2023

Nov 08, 2023

SELL
$23.9 - $24.39 $457,302 - $466,678
-19,134 Reduced 86.04%
3,105 $74,000
Q2 2023

Aug 09, 2023

SELL
$24.08 - $24.59 $1.11 Million - $1.13 Million
-46,046 Reduced 67.43%
22,239 $537,000
Q1 2023

May 09, 2023

BUY
$23.87 - $24.72 $318,807 - $330,160
13,356 Added 24.32%
68,285 $1.65 Million
Q4 2022

Feb 03, 2023

BUY
$23.44 - $24.47 $1.25 Million - $1.31 Million
53,403 Added 3499.54%
54,929 $1.32 Million
Q3 2022

Nov 07, 2022

SELL
$23.82 - $25.02 $766,456 - $805,068
-32,177 Reduced 95.47%
1,526 $36,000
Q2 2022

Jul 22, 2022

SELL
$24.41 - $25.54 $17,379 - $18,184
-712 Reduced 2.07%
33,703 $826,000
Q1 2022

Apr 18, 2022

SELL
$25.46 - $26.37 $43,714 - $45,277
-1,717 Reduced 4.75%
34,415 $879,000
Q4 2021

Jan 14, 2022

BUY
$26.26 - $26.59 $3,597 - $3,642
137 Added 0.38%
36,132 $953,000
Q3 2021

Oct 22, 2021

BUY
$26.56 - $26.68 $244,962 - $246,069
9,223 Added 34.45%
35,995 $957,000
Q2 2021

Jul 26, 2021

BUY
$26.58 - $26.69 $671,676 - $674,456
25,270 Added 1682.42%
26,772 $714,000
Q1 2021

May 21, 2021

BUY
$26.49 - $26.83 $39,787 - $40,298
1,502 New
1,502 $40,000

Others Institutions Holding UCON

About FIRST TR ETF VIII TCW UNCONSTR


  • Ticker UCON
  • Sector ETFs
  • Industry ETFs
More about UCON
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