Kovitz Investment Group Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 146,623 shares of UCON stock, worth $3.69 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

146,623

Previous 148,140 1.02%

Holding current value

$3.69 Million

Previous $3.69 Million 0.16%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$24.73 - $25.29 $37,515 - $38,364	-1,517 Reduced 1.02%	146,623 $3.69 Million
Q2 2025 Aug 14, 2025	SELL	$24.48 - $24.9 $134,199 - $136,501	-5,482 Reduced 3.57%	148,140 $3.69 Million
Q1 2025 May 13, 2025	SELL	$24.5 - $24.95 $171,892 - $175,049	-7,016 Reduced 4.37%	153,622 $3.8 Million
Q4 2024 Aug 25, 2025	BUY	$24.55 - $25.16 $306,825 - $314,449	12,498 Added 8.44%	160,638 $3.96 Million
Q4 2024 Feb 14, 2025	SELL	$24.55 - $25.16 $29,680 - $30,418	-1,209 Reduced 0.75%	160,638 $3.96 Million

Q3 2024 Nov 14, 2024	BUY	$24.39 - $25.28 $3.95 Million - $4.09 Million	161,847 New	161,847 $4.07 Million

Others Institutions Holding UCON

# of Institutions

292

Shares Held

100M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
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Kovitz Investment Group Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History