First Heartland Consultants, Inc. UCON Holdings History
First Heartland Consultants, Inc.'s First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, First Heartland Consultants, Inc. held 931,294.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $23.05 Mil. This investment constitutes 2.38% of their stock portfolio, and First Heartland Consultants, Inc. now holds 0.74% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2021Q2. And since then First Heartland Consultants, Inc. has made 8 purchases of UCON, at an average price of $25.06, for a total of 1.84 Mil shares. In addition, there have been 8 sales at an average price of $24.44 for 910,546.00 shares. Based on historical transaction data and UCON's current price of $24.80, First Heartland Consultants, Inc.'s estimated gain on his UCON holdings is $-802,258.58, reflecting a -1.74% gain to date.
First Heartland Consultants, Inc. UCON ($24.80) Holding Chart
First Heartland Consultants, Inc. UCON ($24.80) 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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