STONEHAVEN WEALTH & TAX SOLUTIONS, LLC UCON Holdings History
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 238,135.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $5.89 Mil. This investment constitutes 6.23% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, LLC now holds 0.19% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2024Q4. And since then STONEHAVEN WEALTH & TAX SOLUTIONS, LLC has made 1 purchases of UCON, at an average price of $24.77, for a total of 238,135.00 shares. Based on historical transaction data and UCON's current price of $24.78, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his UCON holdings is $1,870.95, reflecting a 0.03% gain to date.
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC UCON ($24.78) Holding Chart
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC UCON ($24.78) 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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