Walkner Condon Financial Advisors LLC First Tr ETF Viii Tcw Unconstr Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 453,354 shares of UCON stock, worth $11.2 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
453,354
Previous 232,986 94.58%
Holding current value
$11.2 Million
Previous $5.7 Million 100.0%
% of portfolio
2.35%
Previous 1.24%

Shares

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

Oct 31, 2024
BUY
$24.39 - $25.28 $5.37 Million - $5.57 Million
220,368 Added 94.58%
453,354 $11.4 Million
Q2 2024

Jul 26, 2024
BUY
$24.14 - $24.61 $273,216 - $278,535
11,318 Added 5.11%
232,986 $5.7 Million
Q1 2024

Apr 22, 2024
SELL
$24.41 - $24.85 $2.26 Million - $2.3 Million
-92,747 Reduced 29.5%
221,668 $5.45 Million
Q4 2023

Jan 23, 2024
BUY
$23.51 - $24.79 $458,539 - $483,504
19,504 Added 6.61%
314,415 $7.78 Million
Q3 2023

Oct 19, 2023
SELL
$23.9 - $24.39 $253,889 - $259,094
-10,623 Reduced 3.48%
294,911 $7.05 Million
Q2 2023

Jul 21, 2023
BUY
$24.08 - $24.59 $239,234 - $244,301
9,935 Added 3.36%
305,534 $7.38 Million
Q1 2023

Apr 20, 2023
SELL
$23.87 - $24.72 $513,037 - $531,306
-21,493 Reduced 6.78%
295,599 $7.16 Million
Q4 2022

Jan 25, 2023
BUY
$23.44 - $24.47 $143,734 - $150,050
6,132 Added 1.97%
317,092 $0
Q3 2022

Oct 28, 2022
BUY
$23.82 - $25.02 $2.69 Million - $2.82 Million
112,783 Added 56.91%
310,960 $7.41 Million
Q2 2022

Aug 04, 2022
SELL
$24.41 - $25.54 $55,239 - $57,797
-2,263 Reduced 1.13%
198,177 $4.86 Million
Q1 2022

May 03, 2022
BUY
$25.46 - $26.37 $4.1 Million - $4.24 Million
160,890 Added 406.8%
200,440 $5.12 Billion
Q4 2021

Feb 11, 2022
BUY
$26.26 - $26.59 $1.04 Million - $1.05 Million
39,550 New
39,550 $1.04 Million
Q3 2021

Nov 04, 2021
SELL
$26.56 - $26.68 $3.14 Million - $3.16 Million
-118,373 Closed
0 $0
Q2 2021

Aug 10, 2021
BUY
$26.58 - $26.69 $1.62 Million - $1.63 Million
61,032 Added 106.44%
118,373 $3.15 Million
Q1 2021

Apr 13, 2021
BUY
$26.49 - $26.83 $1.52 Million - $1.54 Million
57,341 New
57,341 $1.53 Million

Others Institutions Holding UCON

# of Institutions
259
Shares Held
91.2M
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
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