CFO4Life, L.P. UCON Holdings History

Number of Shares
1.08 Mil
Current Holdings Value*
$25.96 Mil
% of Portfolio
5.52%
Total Estimate Gain
$1.09 Mil
% of Total Estimate Gain
4.24%

CFO4Life, L.P.'s First Trust TCW Unconstrained Plus Bond ETF Holding Summary

As of 2022-12-31, CFO4Life, L.P. held 1.08 Mil shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $25.96 Mil. This investment constitutes 5.52% of their stock portfolio, and CFO4Life, L.P. now holds 1.79% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.

The initial trade took place in 2022Q4. And since then CFO4Life, L.P. has made 1 purchases of UCON, at an average price of $23.81, for a total of 1.08 Mil shares. Based on historical transaction data and UCON's current price of $24.82, CFO4Life, L.P.'s estimated gain on his UCON holdings is $1.09 Mil, reflecting a 4.24% gain to date.

CFO4Life, L.P. UCON ($24.82) Holding Chart

CFO4Life, L.P. UCON ($24.82) 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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