Darwin Wealth Management, LLC UCON Holdings History
Darwin Wealth Management, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2024-09-30, Darwin Wealth Management, LLC held 447,060.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $11.23 Mil. This investment constitutes 3.09% of their stock portfolio, and Darwin Wealth Management, LLC now holds 0.35% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2021Q2. And since then Darwin Wealth Management, LLC has made 1 purchases of UCON, at an average price of $26.50, for a total of 889,003.00 shares. In addition, there have been 13 sales at an average price of $24.89 for 441,943.00 shares. Based on historical transaction data and UCON's current price of $24.81, Darwin Wealth Management, LLC's estimated gain on his UCON holdings is $-1.47 Mil, reflecting a -6.22% gain to date.
Darwin Wealth Management, LLC UCON ($24.81) Holding Chart
Darwin Wealth Management, 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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