Collaborative Wealth Managment Inc. First Tr ETF Viii Tcw Unconstr Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 135,142 shares of UCON stock, worth $3.41 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
135,142
Previous 74,379 81.69%
Holding current value
$3.41 Million
Previous $1.85 Million 83.9%
% of portfolio
1.43%
Previous 0.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$24.73 - $25.29 $1.5 Million - $1.54 Million
60,763 Added 81.69%
135,142 $3.4 Million
Q2 2025

Aug 08, 2025
BUY
$24.48 - $24.9 $1.11 Million - $1.13 Million
45,546 Added 157.96%
74,379 $1.85 Million
Q1 2025

May 08, 2025
BUY
$24.5 - $24.95 $200,116 - $203,791
8,168 Added 39.53%
28,833 $713,000
Q4 2024

Feb 10, 2025
BUY
$24.55 - $25.16 $507,325 - $519,931
20,665 New
20,665 $509,000

Others Institutions Holding UCON

# of Institutions
293
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW UNCONSTR

UCON Quotes by TradingView
  • Ticker UCON
  • Sector ETFs
  • Industry ETFs
More about UCON
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