Apollon Wealth Management, LLC UCON Holdings History
Apollon Wealth Management, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, Apollon Wealth Management, LLC held 447,681.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $11.08 Mil. This investment constitutes 0.24% of their stock portfolio, and Apollon Wealth Management, LLC now holds 0.36% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2021Q4. And since then Apollon Wealth Management, LLC has made 11 purchases of UCON, at an average price of $24.47, for a total of 1.39 Mil shares. In addition, there have been 3 sales at an average price of $24.74 for 942,366.00 shares. Based on historical transaction data and UCON's current price of $24.84, Apollon Wealth Management, LLC's estimated gain on his UCON holdings is $420,299.47, reflecting a 1.24% gain to date.
Apollon Wealth Management, LLC UCON ($24.84) Holding Chart
Apollon Wealth Management, LLC UCON ($24.84) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
Top Ranked Articles
- 1