A detailed history of Legacy Capital Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 71,870 shares of UCON stock, worth $1.76 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
71,870
Previous 65,988 8.91%
Holding current value
$1.76 Million
Previous $1.61 Million 11.97%
% of portfolio
0.31%
Previous 0.42%

Shares

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

Nov 04, 2024

BUY
$24.39 - $25.28 $143,461 - $148,696
5,882 Added 8.91%
71,870 $1.81 Million
Q2 2024

Aug 01, 2024

BUY
$24.14 - $24.61 $1.59 Million - $1.62 Million
65,988 New
65,988 $1.61 Million
Q4 2023

Feb 05, 2024

SELL
$23.51 - $24.79 $39,825 - $41,994
-1,694 Reduced 2.84%
58,057 $1.44 Million
Q3 2023

Oct 16, 2023

BUY
$23.9 - $24.39 $709,782 - $724,334
29,698 Added 98.82%
59,751 $1.43 Million
Q2 2023

Jul 27, 2023

SELL
$24.08 - $24.59 $257,631 - $263,088
-10,699 Reduced 26.25%
30,053 $726,000
Q1 2023

May 10, 2023

BUY
$23.87 - $24.72 $220,176 - $228,017
9,224 Added 29.26%
40,752 $986,000
Q4 2022

Feb 09, 2023

SELL
$23.44 - $24.47 $2.12 Million - $2.22 Million
-90,652 Reduced 74.2%
31,528 $760,000
Q3 2022

Nov 14, 2022

SELL
$23.82 - $25.02 $90,206 - $94,750
-3,787 Reduced 3.01%
122,180 $2.91 Million
Q2 2022

Aug 12, 2022

SELL
$24.41 - $25.54 $262,676 - $274,835
-10,761 Reduced 7.87%
125,967 $3.09 Million
Q1 2022

May 16, 2022

BUY
$25.46 - $26.37 $3.48 Million - $3.61 Million
136,728 New
136,728 $3.49 Million

Others Institutions Holding UCON

About FIRST TR ETF VIII TCW UNCONSTR


  • Ticker UCON
  • Sector ETFs
  • Industry ETFs
More about UCON
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