Golden State Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 123,695 shares of UCON stock, worth $3.06 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
123,695
Holding current value
$3.06 Million
% of portfolio
0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$24.55 - $25.16 $3.04 Million - $3.11 Million
123,695 New
123,695 $3.05 Billion
Q4 2020

Jan 28, 2021
SELL
$26.08 - $26.74 $41,728 - $42,784
-1,600 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$25.81 - $26.34 $41,296 - $42,144
1,600 New
1,600 $42,000
Q2 2020

Aug 11, 2020
SELL
$23.87 - $25.87 $396,242 - $429,442
-16,600 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$22.13 - $26.13 $367,358 - $433,758
16,600 New
16,600 $401,000

Others Institutions Holding UCON

# of Institutions
281
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
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email