Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$87,801.09
% of Total Estimate Gain
1.52%

O'Connor Financial Group LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary

As of 2025-06-30, O'Connor Financial Group LLC held - shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling N/A. This investment constitutes 0% of their stock portfolio, and O'Connor Financial Group LLC now holds 0% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.

The initial trade took place in 2023Q1. And since then O'Connor Financial Group LLC has made 8 purchases of UCON, at an average price of $24.31, for a total of 237,698.00 shares. In addition, there have been 1 sales at an average price of $24.68 for 237,698.00 shares. Based on historical transaction data and UCON's current price of $24.82, O'Connor Financial Group LLC's estimated gain on his UCON holdings is $87,801.09, reflecting a 1.52% gain to date.

O'Connor Financial Group LLC UCON ($24.82) Holding Chart

O'Connor 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 %

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