Total Wealth Planning, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Total Wealth Planning, LLC

  • $744 Million
  • Q2 2025

A detailed history of Total Wealth Planning, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Total Wealth Planning, LLC holds 17,605 shares of UCON stock, worth $443,822. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,605
Previous 16,400 7.35%
Holding current value
$443,822
Previous $406,000 7.88%
% of portfolio
0.06%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$24.48 - $24.9 $29,498 - $30,004
1,205 Added 7.35%
17,605 $438,000
Q1 2023

Apr 14, 2023
BUY
$23.87 - $24.72 $391,468 - $405,408
16,400 New
16,400 $397,000

Others Institutions Holding UCON

# of Institutions
302
Shares Held
103M
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
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