Defined Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Defined Wealth Management, LLC

  • $148 Million
  • Q3 2024

A detailed history of Defined Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Defined Wealth Management, LLC holds 96,021 shares of UCON stock, worth $2.36 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
96,021
Previous 93,641 2.54%
Holding current value
$2.36 Million
Previous $2.29 Million 5.42%
% of portfolio
1.63%
Previous 1.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$24.39 - $25.28 $58,048 - $60,166
2,380 Added 2.54%
96,021 $2.41 Million
Q2 2024

Aug 05, 2024
BUY
$24.14 - $24.61 $2.26 Million - $2.3 Million
93,641 New
93,641 $2.29 Million

Others Institutions Holding UCON

# of Institutions
271
Shares Held
102M
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
Track This Portfolio

Track Defined Wealth Management, LLC Portfolio

Follow Defined Wealth Management, 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 Defined Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email