Siligmueller & Norvid Wealth Advisors LLC UCON Holdings History
Siligmueller & Norvid Wealth Advisors LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, Siligmueller & Norvid Wealth Advisors LLC held 251,946.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $6.24 Mil. This investment constitutes 2.64% of their stock portfolio, and Siligmueller & Norvid Wealth Advisors LLC now holds 0.19% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $24.74 for 1,917.00 shares. Based on historical transaction data and UCON's current price of $24.84, Siligmueller & Norvid Wealth Advisors LLC's estimated gain on his UCON holdings is $12,501.45, reflecting a 0.20% gain to date.
Siligmueller & Norvid Wealth Advisors LLC UCON ($24.84) Holding Chart
Siligmueller & Norvid Wealth Advisors LLC UCON ($24.84) 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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