Number of Shares
316,432.00
Current Holdings Value*
$7.83 Mil
% of Portfolio
2.35%
Total Estimate Gain
$207,875.97
% of Total Estimate Gain
1.11%

Mach-1 Financial Group, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary

As of 2025-03-31, Mach-1 Financial Group, LLC held 316,432.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $7.83 Mil. This investment constitutes 2.35% of their stock portfolio, and Mach-1 Financial Group, LLC now holds 0.25% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.

The initial trade took place in 2022Q2. And since then Mach-1 Financial Group, LLC has made 9 purchases of UCON, at an average price of $24.36, for a total of 769,636.00 shares. In addition, there have been 3 sales at an average price of $24.49 for 453,204.00 shares. Based on historical transaction data and UCON's current price of $24.82, Mach-1 Financial Group, LLC's estimated gain on his UCON holdings is $207,875.97, reflecting a 1.11% gain to date.

Mach-1 Financial Group, LLC UCON ($24.82) Holding Chart

Mach-1 Financial Group, 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 %

Top Ranked Articles

  • 1