Capital Investment Advisory Services, LLC UCON Holdings History
Capital Investment Advisory Services, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, Capital Investment Advisory Services, LLC held 664,635.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $16.45 Mil. This investment constitutes 1.47% of their stock portfolio, and Capital Investment Advisory Services, LLC now holds 0.53% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2022Q2. And since then Capital Investment Advisory Services, LLC has made 10 purchases of UCON, at an average price of $24.90, for a total of 667,516.00 shares. In addition, there have been 2 sales at an average price of $24.34 for 2,881.00 shares. Based on historical transaction data and UCON's current price of $24.81, Capital Investment Advisory Services, LLC's estimated gain on his UCON holdings is $-60,528.12, reflecting a -0.36% gain to date.
Capital Investment Advisory Services, LLC UCON ($24.81) Holding Chart
Capital Investment Advisory Services, LLC 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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