Boyce & Associates Wealth Consulting, Inc. UCON Holdings History
Boyce & Associates Wealth Consulting, Inc.'s First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-06-30, Boyce & Associates Wealth Consulting, Inc. held 425,129.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $10.58 Mil. This investment constitutes 9.66% of their stock portfolio, and Boyce & Associates Wealth Consulting, Inc. now holds 0.36% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2022Q1. And since then Boyce & Associates Wealth Consulting, Inc. has made 11 purchases of UCON, at an average price of $24.56, for a total of 550,561.00 shares. In addition, there have been 4 sales at an average price of $24.20 for 125,432.00 shares. Based on historical transaction data and UCON's current price of $24.81, Boyce & Associates Wealth Consulting, Inc.'s estimated gain on his UCON holdings is $63,542.47, reflecting a 0.47% gain to date.
Boyce & Associates Wealth Consulting, Inc. UCON ($24.81) Holding Chart
Boyce & Associates Wealth Consulting, Inc. UCON ($24.81) 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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