Stonebridge Financial Planning Group, LLC UCON Holdings History
Stonebridge Financial Planning Group, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 44,181.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $1.09 Mil. This investment constitutes 0.5% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0.04% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2024Q4. And since then Stonebridge Financial Planning Group, LLC has made 2 purchases of UCON, at an average price of $24.76, for a total of 44,181.00 shares. Based on historical transaction data and UCON's current price of $24.84, Stonebridge Financial Planning Group, LLC's estimated gain on his UCON holdings is $3,501.35, reflecting a 0.32% gain to date.
Stonebridge Financial Planning Group, LLC UCON ($24.84) Holding Chart
Stonebridge Financial Planning Group, 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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