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

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 219,668 shares of UCON stock, worth $5.47 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares

219,668

Previous 221,200 0.69%

Holding current value

$5.47 Million

Previous $5.45 Billion 1.01%

% of portfolio

2.46%

Previous 2.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$24.5 - $24.95 $37,534 - $38,223	-1,532 Reduced 0.69%	219,668 $5.4 Billion
Q4 2024 Feb 04, 2025	SELL	$24.55 - $25.16 $30,933 - $31,701	-1,260 Reduced 0.57%	221,200 $5.45 Billion
Q3 2024 Oct 25, 2024	BUY	$24.39 - $25.28 $34,243 - $35,493	1,404 Added 0.64%	222,460 $5.59 Billion
Q2 2024 Jul 31, 2024	BUY	$24.14 - $24.61 $88,883 - $90,614	3,682 Added 1.69%	221,056 $5.4 Billion
Q1 2024 Apr 23, 2024	BUY	$24.41 - $24.85 $149,706 - $152,405	6,133 Added 2.9%	217,374 $5.35 Billion
Q4 2023 Jan 17, 2024	BUY	$23.51 - $24.79 $4.97 Million - $5.24 Million	211,241 New	211,241 $5.23 Billion

Others Institutions Holding UCON

# of Institutions

307

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
Industry ETFs

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