A detailed history of Gentry Private Wealth, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 24,271 shares of UCON stock, worth $599,736. This represents 2.49% of its overall portfolio holdings.

Number of Shares
24,271
Previous 26,977 10.03%
Holding current value
$599,736
Previous $678 Million 11.75%
% of portfolio
2.49%
Previous 0.55%

Shares

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

Feb 06, 2025

SELL
$24.55 - $25.16 $66,432 - $68,082
-2,706 Reduced 10.03%
24,271 $598 Million
Q3 2024

Nov 12, 2024

SELL
$24.39 - $25.28 $112,901 - $117,021
-4,629 Reduced 14.65%
26,977 $678 Million
Q2 2024

Aug 05, 2024

BUY
$24.14 - $24.61 $762,968 - $777,823
31,606 New
31,606 $773 Million

Others Institutions Holding UCON

About FIRST TR ETF VIII TCW UNCONSTR


  • Ticker UCON
  • Sector ETFs
  • Industry ETFs
More about UCON
Track This Portfolio

Track Gentry Private Wealth, LLC Portfolio

Follow Gentry Private Wealth, 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 Gentry Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gentry Private Wealth, LLC with notifications on news.