Legacy Capital Wealth Partners, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024

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 68,517 shares of UCON stock, worth $1.69 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
68,517
Previous 71,870 4.67%
Holding current value
$1.69 Million
Previous $1.81 Million 6.53%
% of portfolio
0.38%
Previous 0.31%

Shares

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

Jan 30, 2025
SELL
$24.55 - $25.16 $82,316 - $84,361
-3,353 Reduced 4.67%
68,517 $1.69 Million
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

# of Institutions
292
Shares Held
107M
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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