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

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 163,743 shares of UCON stock, worth $4.13 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

163,743

Previous 136,313 20.12%

Holding current value

$4.13 Million

Previous $3.39 Billion 21.56%

% of portfolio

0.46%

Previous 0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$24.73 - $25.29 $678,343 - $693,704	27,430 Added 20.12%	163,743 $4.12 Billion
Q2 2025 Aug 06, 2025	BUY	$24.48 - $24.9 $360,076 - $366,254	14,709 Added 12.1%	136,313 $3.39 Billion
Q1 2025 Apr 24, 2025	SELL	$24.5 - $24.95 $2.98 Million - $3.03 Million	-121,587 Reduced 50.0%	121,604 $3.01 Billion
Q1 2025 Apr 23, 2025	BUY	$24.5 - $24.95 $2.93 Million - $2.98 Million	119,496 Added 96.61%	243,191 $6.02 Million
Q4 2024 Jan 28, 2025	BUY	$24.55 - $25.16 $3.04 Million - $3.11 Million	123,695 New	123,695 $3.05 Billion

Q4 2020 Jan 28, 2021	SELL	$26.08 - $26.74 $41,728 - $42,784	-1,600 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$25.81 - $26.34 $41,296 - $42,144	1,600 New	1,600 $42,000
Q2 2020 Aug 11, 2020	SELL	$23.87 - $25.87 $396,242 - $429,442	-16,600 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$22.13 - $26.13 $367,358 - $433,758	16,600 New	16,600 $401,000

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