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

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 154,401 shares of UCON stock, worth $3.8 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
154,401
Previous 125,233 23.29%
Holding current value
$3.8 Million
Previous $3.15 Million 20.91%
% of portfolio
0.08%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$24.55 - $25.16 $716,074 - $733,866
29,168 Added 23.29%
154,401 $3.81 Million
Q3 2024

Nov 12, 2024
BUY
$24.39 - $25.28 $1.19 Million - $1.24 Million
48,886 Added 64.03%
125,233 $3.15 Million
Q2 2024

Aug 14, 2024
BUY
$24.14 - $24.61 $390,609 - $398,214
16,181 Added 26.89%
76,347 $1.87 Million
Q1 2024

May 09, 2024
BUY
$24.41 - $24.85 $115,312 - $117,391
4,724 Added 8.52%
60,166 $1.48 Million
Q4 2023

Feb 08, 2024
BUY
$23.51 - $24.79 $451,509 - $476,091
19,205 Added 53.0%
55,442 $1.37 Million
Q3 2023

Nov 07, 2023
BUY
$23.9 - $24.39 $230,372 - $235,095
9,639 Added 36.24%
36,237 $866,000
Q2 2023

Aug 10, 2023
SELL
$24.08 - $24.59 $288,863 - $294,981
-11,996 Reduced 31.08%
26,598 $642,000
Q1 2023

May 15, 2023
SELL
$23.87 - $24.72 $2.33 Million - $2.41 Million
-97,634 Reduced 71.67%
38,594 $934,000
Q4 2022

Feb 13, 2023
BUY
$23.44 - $24.47 $362,241 - $378,159
15,454 Added 12.8%
136,228 $3.28 Million
Q3 2022

Nov 14, 2022
BUY
$23.82 - $25.02 $2.13 Million - $2.24 Million
89,588 Added 287.27%
120,774 $2.88 Million
Q2 2022

Aug 16, 2022
BUY
$24.41 - $25.54 $761,250 - $796,490
31,186 New
31,186 $764,000

Others Institutions Holding UCON

# of Institutions
306
Shares Held
116M
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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