Commonwealth Financial Services, LLC UCON Holdings History
Commonwealth Financial Services, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, Commonwealth Financial Services, LLC held 714,275.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $17.68 Mil. This investment constitutes 3.62% of their stock portfolio, and Commonwealth Financial Services, LLC now holds 0.56% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2023Q3. And since then Commonwealth Financial Services, LLC has made 5 purchases of UCON, at an average price of $24.21, for a total of 729,489.00 shares. In addition, there have been 2 sales at an average price of $24.72 for 15,214.00 shares. Based on historical transaction data and UCON's current price of $24.85, Commonwealth Financial Services, LLC's estimated gain on his UCON holdings is $463,319.66, reflecting a 2.62% gain to date.
Commonwealth Financial Services, LLC UCON ($24.85) Holding Chart
Commonwealth Financial Services, LLC UCON ($24.85) 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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