Berger Financial Group, Inc First Tr ETF Viii Tcw Unconstr Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Berger Financial Group, Inc holds 25,458 shares of UCON stock, worth $641,541. This represents 0.05% of its overall portfolio holdings.

Number of Shares

25,458

Previous 25,325 0.53%

Holding current value

$641,541

Previous $630,000 1.75%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$24.73 - $25.29 $3,289 - $3,363	133 Added 0.53%	25,458 $641,000
Q2 2025 Jul 22, 2025	SELL	$24.48 - $24.9 $26,095 - $26,543	-1,066 Reduced 4.04%	25,325 $630,000
Q1 2025 May 12, 2025	BUY	$24.5 - $24.95 $284,028 - $289,245	11,593 Added 78.34%	26,391 $653,000
Q4 2024 Feb 14, 2025	SELL	$24.55 - $25.16 $45,122 - $46,244	-1,838 Reduced 11.05%	14,798 $364,000
Q3 2024 Nov 12, 2024	SELL	$24.39 - $25.28 $14,390 - $14,915	-590 Reduced 3.43%	16,636 $418,000

Q2 2024 Aug 14, 2024	BUY	$24.14 - $24.61 $415,835 - $423,931	17,226 New	17,226 $421,000

Others Institutions Holding UCON

# of Institutions

293

Shares Held

101M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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Berger Financial Group, Inc First Tr ETF Viii Tcw Unconstr Transaction History