Stonehaven Wealth & Tax Solutions, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 241,469 shares of UCON stock, worth $6.09 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares
241,469
Previous 245,652 1.7%
Holding current value
$6.09 Million
Previous $6.11 Billion 0.52%
% of portfolio
5.62%
Previous 5.97%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$24.73 - $25.29 $103,445 - $105,788
-4,183 Reduced 1.7%
241,469 $6.08 Billion
Q2 2025

Aug 14, 2025
BUY
$24.48 - $24.9 $184,016 - $187,173
7,517 Added 3.16%
245,652 $6.11 Billion
Q1 2025

May 15, 2025
BUY
$24.5 - $24.95 $2.08 Million - $2.12 Million
85,046 Added 55.55%
238,135 $5.89 Billion
Q4 2024

Feb 13, 2025
BUY
$24.55 - $25.16 $3.76 Million - $3.85 Million
153,089 New
153,089 $3.77 Billion

Others Institutions Holding UCON

# of Institutions
293
Shares Held
101M
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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