Beaumont Financial Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 300,169 shares of UCON stock, worth $7.38 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

300,169

Previous 283,759 5.78%

Holding current value

$7.38 Million

Previous $7.13 Million 3.77%

% of portfolio

0.65%

Previous 0.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$24.55 - $25.16 $402,865 - $412,875	16,410 Added 5.78%	300,169 $7.4 Million
Q3 2024 Oct 09, 2024	BUY	$24.39 - $25.28 $4,487 - $4,651	184 Added 0.06%	283,759 $7.13 Million
Q2 2024 Jul 24, 2024	BUY	$24.14 - $24.61 $613,614 - $625,561	25,419 Added 9.85%	283,575 $6.93 Million
Q1 2024 May 10, 2024	SELL	$24.41 - $24.85 $102,253 - $104,096	-4,189 Reduced 1.6%	258,156 $6.35 Million
Q4 2023 Jan 31, 2024	SELL	$23.51 - $24.79 $414,128 - $436,675	-17,615 Reduced 6.29%	262,345 $6.49 Million
Q3 2023 Nov 01, 2023	BUY	$23.9 - $24.39 $6.69 Million - $6.83 Million	279,960 New	279,960 $6.69 Million

Others Institutions Holding UCON

# of Institutions

307

Shares Held

116M

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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Beaumont Financial Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History