Number of Shares
447,060.00
Current Holdings Value*
$11.23 Mil
% of Portfolio
3.09%
Total Estimate Gain
$-1.46 Mil
% of Total Estimate Gain
-6.20%

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 $24.82, Darwin Wealth Management, LLC's estimated gain on his UCON holdings is $-1.46 Mil, reflecting a -6.20% gain to date.

Darwin Wealth Management, LLC UCON ($24.82) Holding Chart

Darwin Wealth Management, LLC 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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