Number of Shares
341,226.00
Current Holdings Value*
$8.49 Mil
% of Portfolio
6.24%
Total Estimate Gain
$-49,964.48
% of Total Estimate Gain
-0.20%

Nova Wealth Management, Inc.'s First Trust TCW Unconstrained Plus Bond ETF Holding Summary

As of 2025-06-30, Nova Wealth Management, Inc. held 341,226.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $8.49 Mil. This investment constitutes 6.24% of their stock portfolio, and Nova Wealth Management, Inc. now holds 0.29% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.

The initial trade took place in 2024Q4. And since then Nova Wealth Management, Inc. has made 1 purchases of UCON, at an average price of $24.77, for a total of 1.02 Mil shares. In addition, there have been 1 sales at an average price of $24.68 for 681,196.00 shares. Based on historical transaction data and UCON's current price of $24.80, Nova Wealth Management, Inc.'s estimated gain on his UCON holdings is $-49,964.48, reflecting a -0.20% gain to date.

Nova Wealth Management, Inc. UCON ($24.80) Holding Chart

Nova Wealth Management, Inc. 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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