HBW Advisory Services LLC UCON Holdings History
HBW Advisory Services LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-06-30, HBW Advisory Services LLC held 389,311.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $12.38 Mil. This investment constitutes 1.53% of their stock portfolio, and HBW Advisory Services LLC now holds 0.33% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2021Q3. And since then HBW Advisory Services LLC has made 7 purchases of UCON, at an average price of $24.74, for a total of 404,642.00 shares. In addition, there have been 3 sales at an average price of $25.84 for 15,331.00 shares. Based on historical transaction data and UCON's current price of $24.80, HBW Advisory Services LLC's estimated gain on his UCON holdings is $39,785.69, reflecting a 0.40% gain to date.
HBW Advisory Services LLC UCON ($24.80) Holding Chart
HBW Advisory Services LLC 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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