JANICZEK WEALTH MANAGEMENT, LLC UCON Holdings History
JANICZEK WEALTH MANAGEMENT, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 530,212.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $12.96 Mil. This investment constitutes 2.72% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2021Q3. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 6 purchases of UCON, at an average price of $26.43, for a total of 700,481.00 shares. In addition, there have been 6 sales at an average price of $24.39 for 170,269.00 shares. Based on historical transaction data and UCON's current price of $24.80, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his UCON holdings is $-1.21 Mil, reflecting a -6.56% gain to date.
JANICZEK WEALTH MANAGEMENT, LLC UCON ($24.80) Holding Chart
JANICZEK WEALTH MANAGEMENT, 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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