Sequent Planning LLC First Tr ETF Viii Tcw Unconstr Transaction History

Sequent Planning LLC

$352 Billion
Q3 2025

A detailed history of Sequent Planning LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Sequent Planning LLC holds 109,224 shares of UCON stock, worth $2.75 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

109,224

Previous 107,667 1.45%

Holding current value

$2.75 Million

Previous $2.68 Billion 2.66%

% of portfolio

0.78%

Previous 0.85%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.73 - $25.29 $38,504 - $39,376	1,557 Added 1.45%	109,224 $2.75 Billion
Q2 2025 Aug 14, 2025	BUY	$24.48 - $24.9 $55,373 - $56,323	2,262 Added 2.15%	107,667 $2.68 Billion
Q1 2025 May 13, 2025	BUY	$24.5 - $24.95 $15,606 - $15,893	637 Added 0.61%	105,405 $2.61 Billion
Q4 2024 Feb 11, 2025	BUY	$24.55 - $25.16 $33,461 - $34,293	1,363 Added 1.32%	104,768 $2.58 Billion
Q3 2024 Nov 14, 2024	BUY	$24.39 - $25.28 $17,975 - $18,631	737 Added 0.72%	103,405 $2.6 Billion

Q2 2024 Aug 12, 2024	BUY	$24.14 - $24.61 $355,799 - $362,726	14,739 Added 16.76%	102,668 $2.5 Billion
Q1 2024 May 14, 2024	BUY	$24.41 - $24.85 $2.15 Million - $2.19 Million	87,929 New	87,929 $2.16 Billion

Others Institutions Holding UCON

# of Institutions

293

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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Sequent Planning LLC First Tr ETF Viii Tcw Unconstr Transaction History