N.E.W. Advisory Services LLC UCON Holdings History
N.E.W. Advisory Services LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, N.E.W. Advisory Services LLC held - shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling N/A. This investment constitutes 0% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2023Q3. And since then N.E.W. Advisory Services LLC has made 5 purchases of UCON, at an average price of $24.46, for a total of 506,857.00 shares. In addition, there have been 2 sales at an average price of $24.81 for 506,857.00 shares. Based on historical transaction data and UCON's current price of $24.81, N.E.W. Advisory Services LLC's estimated gain on his UCON holdings is $179,511.67, reflecting a 1.45% gain to date.
N.E.W. Advisory Services LLC UCON ($24.81) Holding Chart
N.E.W. Advisory Services 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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