McCarthy & Cox UCON Holdings History
Number of Shares
740,951.00
Current Holdings Value*
$18.34 Mil
% of Portfolio
7.99%
Total Estimate Gain
$64,341.16
% of Total Estimate Gain
0.35%
McCarthy & Cox's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, McCarthy & Cox held 740,951.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $18.34 Mil. This investment constitutes 7.99% of their stock portfolio, and McCarthy & Cox now holds 0.54% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2024Q4. And since then McCarthy & Cox has made 2 purchases of UCON, at an average price of $24.76, for a total of 740,951.00 shares. Based on historical transaction data and UCON's current price of $24.85, McCarthy & Cox's estimated gain on his UCON holdings is $64,341.16, reflecting a 0.35% gain to date.
McCarthy & Cox UCON ($24.85) Holding Chart
McCarthy & Cox UCON ($24.85) 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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