Number of Shares
447,681.00
Current Holdings Value*
$11.08 Mil
% of Portfolio
0.24%
Total Estimate Gain
$420,299.47
% of Total Estimate Gain
1.24%

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 %

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