Holistic Financial Partners First Tr ETF Viii Tcw Unconstr Transaction History

Holistic Financial Partners

$197 Million
Q4 2024

A detailed history of Holistic Financial Partners transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Holistic Financial Partners holds 141,061 shares of UCON stock, worth $3.49 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

141,061

Previous 110,754 27.36%

Holding current value

$3.49 Million

Previous $2.78 Million 24.94%

% of portfolio

1.76%

Previous 1.36%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$24.55 - $25.16 $744,036 - $762,524	30,307 Added 27.36%	141,061 $3.48 Million
Q3 2024 Nov 07, 2024	SELL	$24.39 - $25.28 $5,317 - $5,511	-218 Reduced 0.2%	110,754 $2.78 Million
Q2 2024 Jul 30, 2024	BUY	$24.14 - $24.61 $465,708 - $474,776	19,292 Added 21.04%	110,972 $2.71 Million
Q1 2024 May 08, 2024	BUY	$24.41 - $24.85 $2.24 Million - $2.28 Million	91,680 New	91,680 $2.26 Million

Others Institutions Holding UCON

# of Institutions

292

Shares Held

107M

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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Holistic Financial Partners First Tr ETF Viii Tcw Unconstr Transaction History