Tru Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Tru Wealth Advisors, LLC

  • $1.49 Billion
  • Q2 2024

A detailed history of Tru Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 705,056 shares of UCON stock, worth $17.7 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
705,056
Previous 680,501 3.61%
Holding current value
$17.7 Million
Previous $16.7 Million 2.97%
% of portfolio
1.16%
Previous 1.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$24.14 - $24.61 $592,757 - $604,298
24,555 Added 3.61%
705,056 $17.2 Million
Q1 2024

Apr 15, 2024
BUY
$24.41 - $24.85 $349,648 - $355,951
14,324 Added 2.15%
680,501 $16.7 Million
Q4 2023

Jan 10, 2024
BUY
$23.51 - $24.79 $6.36 Million - $6.71 Million
270,493 Added 68.36%
666,177 $16.5 Million
Q3 2023

Oct 10, 2023
BUY
$23.9 - $24.39 $9.46 Million - $9.65 Million
395,684 New
395,684 $9.46 Million

Others Institutions Holding UCON

# of Institutions
253
Shares Held
87.2M
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 Tru Wealth Advisors, LLC Portfolio

Follow Tru Wealth Advisors, 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 Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email