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

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 2024

A detailed history of Mbe Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 37,049 shares of UCON stock, worth $909,552. This represents 0.53% of its overall portfolio holdings.

Number of Shares
37,049
Previous 81,499 54.54%
Holding current value
$909,552
Previous $1.99 Million 53.26%
% of portfolio
0.53%
Previous 1.25%

Shares

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

Oct 21, 2024
SELL
$24.39 - $25.28 $1.08 Million - $1.12 Million
-44,450 Reduced 54.54%
37,049 $931,000
Q2 2024

Jul 19, 2024
BUY
$24.14 - $24.61 $11,756 - $11,985
487 Added 0.6%
81,499 $1.99 Million
Q1 2024

Apr 22, 2024
SELL
$24.41 - $24.85 $947,986 - $965,074
-38,836 Reduced 32.4%
81,012 $1.99 Million
Q4 2023

Jan 29, 2024
BUY
$23.51 - $24.79 $21,041 - $22,187
895 Added 0.75%
119,848 $2.97 Million
Q3 2023

Oct 16, 2023
BUY
$23.9 - $24.39 $232,666 - $237,436
9,735 Added 8.91%
118,953 $2.84 Million
Q2 2023

Jul 17, 2023
BUY
$24.08 - $24.59 $334,976 - $342,071
13,911 Added 14.6%
109,218 $2.64 Million
Q1 2023

Apr 20, 2023
SELL
$23.87 - $24.72 $406,195 - $420,660
-17,017 Reduced 15.15%
95,307 $2.31 Million
Q4 2022

Jan 17, 2023
BUY
$23.44 - $24.47 $281 - $293
12 Added 0.01%
112,324 $0
Q3 2022

Oct 20, 2022
SELL
$23.82 - $25.02 $34,562 - $36,304
-1,451 Reduced 1.28%
112,312 $2.68 Million
Q2 2022

Jul 19, 2022
BUY
$24.41 - $25.54 $68,030 - $71,179
2,787 Added 2.51%
113,763 $2.79 Million
Q1 2022

Apr 20, 2022
BUY
$25.46 - $26.37 $2.83 Million - $2.93 Million
110,976 New
110,976 $2.83 Million

Others Institutions Holding UCON

# of Institutions
271
Shares Held
102M
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
Track This Portfolio

Track Mbe Wealth Management, LLC Portfolio

Follow Mbe Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email