Morling Financial Advisors, LLC UCON Holdings History
Morling Financial Advisors, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, Morling Financial Advisors, LLC held 1.27 Mil shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $31.44 Mil. This investment constitutes 10.82% of their stock portfolio, and Morling Financial Advisors, LLC now holds 1.01% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2024Q2. And since then Morling Financial Advisors, LLC has made 4 purchases of UCON, at an average price of $24.51, for a total of 1.27 Mil shares. Based on historical transaction data and UCON's current price of $24.81, Morling Financial Advisors, LLC's estimated gain on his UCON holdings is $377,877.68, reflecting a 1.21% gain to date.
Morling Financial Advisors, LLC UCON ($24.81) Holding Chart
Morling Financial Advisors, LLC UCON ($24.81) 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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