WCG Wealth Advisors LLC UCON Holdings History
WCG Wealth Advisors LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held 206,977.00 shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $5.12 Mil. This investment constitutes 0.39% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0.16% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2025Q1. And since then WCG Wealth Advisors LLC has made 1 purchases of UCON, at an average price of $24.74, for a total of 206,977.00 shares. Based on historical transaction data and UCON's current price of $24.89, WCG Wealth Advisors LLC's estimated gain on his UCON holdings is $31,067.25, reflecting a 0.61% gain to date.
WCG Wealth Advisors LLC UCON ($24.89) Holding Chart
WCG Wealth Advisors LLC UCON ($24.89) 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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