CAPITAL PERFORMANCE ADVISORS LLP UCON Holdings History
EARNED WEALTH ADVISORS, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 236,711.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $5.86 Mil. This investment constitutes 1.29% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0.18% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2025Q1. And since then EARNED WEALTH ADVISORS, LLC has made 1 purchases of UCON, at an average price of $24.74, for a total of 236,711.00 shares. Based on historical transaction data and UCON's current price of $24.89, EARNED WEALTH ADVISORS, LLC's estimated gain on his UCON holdings is $35,506.65, reflecting a 0.61% gain to date.
EARNED WEALTH ADVISORS, LLC UCON ($24.89) Holding Chart
EARNED WEALTH ADVISORS, LLC UCON ($24.89) 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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