Number of Shares
330,503.00
Current Holdings Value*
$8.23 Mil
% of Portfolio
2.41%
Total Estimate Gain
$-5,101.30
% of Total Estimate Gain
-0.05%

Prasad Wealth Partners, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary

As of 2025-06-30, Prasad Wealth Partners, LLC held 330,503.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $8.23 Mil. This investment constitutes 2.41% of their stock portfolio, and Prasad Wealth Partners, LLC now holds 0.28% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.

The initial trade took place in 2024Q4. And since then Prasad Wealth Partners, LLC has made 1 purchases of UCON, at an average price of $24.79, for a total of 446,759.00 shares. In addition, there have been 1 sales at an average price of $24.68 for 116,256.00 shares. Based on historical transaction data and UCON's current price of $24.81, Prasad Wealth Partners, LLC's estimated gain on his UCON holdings is $-5,101.30, reflecting a -0.05% gain to date.

Prasad Wealth Partners, LLC UCON ($24.81) Holding Chart

Prasad Wealth Partners, 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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