Spectrum Wealth Advisory Group, LLC UCON Holdings History
Spectrum Wealth Advisory Group, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Advisory Group, LLC held 380,873.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $9.43 Mil. This investment constitutes 4.52% of their stock portfolio, and Spectrum Wealth Advisory Group, LLC now holds 0.3% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2024Q3. And since then Spectrum Wealth Advisory Group, LLC has made 3 purchases of UCON, at an average price of $24.81, for a total of 380,873.00 shares. Based on historical transaction data and UCON's current price of $24.80, Spectrum Wealth Advisory Group, LLC's estimated gain on his UCON holdings is $-4,148.02, reflecting a -0.04% gain to date.
Spectrum Wealth Advisory Group, LLC UCON ($24.80) Holding Chart
Spectrum Wealth Advisory Group, LLC 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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