Avantax Planning Partners, Inc. First Tr ETF Viii Tcw Unconstr Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 95,866 shares of UCON stock, worth $2.37 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

95,866

Previous 102,076 6.08%

Holding current value

$2.37 Million

Previous $2.57 Million 7.88%

% of portfolio

0.09%

Previous 0.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$24.55 - $25.16 $152,455 - $156,243	-6,210 Reduced 6.08%	95,866 $2.36 Million
Q3 2024 Nov 13, 2024	SELL	$24.39 - $25.28 $7.03 Million - $7.29 Million	-288,259 Reduced 73.85%	102,076 $2.57 Million
Q2 2024 Aug 09, 2024	SELL	$24.14 - $24.61 $5.22 Million - $5.32 Million	-216,337 Reduced 35.66%	390,335 $9.54 Million
Q1 2024 May 02, 2024	BUY	$24.41 - $24.85 $14.8 Million - $15.1 Million	606,672 New	606,672 $14.9 Million

Others Institutions Holding UCON

# of Institutions

292

Shares Held

107M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. First Tr ETF Viii Tcw Unconstr Transaction History