Tru Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History

Tru Wealth Advisors, LLC

$1.59 Billion
Q4 2024

A detailed history of Tru Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 721,532 shares of UCON stock, worth $17.8 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

721,532

Previous 715,634 0.82%

Holding current value

$17.8 Million

Previous $18 Million 1.1%

% of portfolio

1.12%

Previous 1.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$24.55 - $25.16 $144,795 - $148,393	5,898 Added 0.82%	721,532 $17.8 Million
Q3 2024 Oct 16, 2024	BUY	$24.39 - $25.28 $257,997 - $267,411	10,578 Added 1.5%	715,634 $18 Million
Q2 2024 Jul 16, 2024	BUY	$24.14 - $24.61 $592,757 - $604,298	24,555 Added 3.61%	705,056 $17.2 Million
Q1 2024 Apr 15, 2024	BUY	$24.41 - $24.85 $349,648 - $355,951	14,324 Added 2.15%	680,501 $16.7 Million
Q4 2023 Jan 10, 2024	BUY	$23.51 - $24.79 $6.36 Million - $6.71 Million	270,493 Added 68.36%	666,177 $16.5 Million
Q3 2023 Oct 10, 2023	BUY	$23.9 - $24.39 $9.46 Million - $9.65 Million	395,684 New	395,684 $9.46 Million

Others Institutions Holding UCON

# of Institutions

281

Shares Held

103M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW UNCONSTR

Ticker UCON
Sector ETFs
Industry ETFs

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Tru Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History