Wagner Wealth Management, LLC UCON Holdings History
Wagner Wealth Management, LLC's First Trust TCW Unconstrained Plus Bond ETF Holding Summary
As of 2025-03-31, Wagner Wealth Management, LLC held 2.22 Mil shares of First Trust TCW Unconstrained Plus Bond ETF(UCON), totaling $54.85 Mil. This investment constitutes 13.67% of their stock portfolio, and Wagner Wealth Management, LLC now holds 1.66% of the outstanding First Trust TCW Unconstrained Plus Bond ETF(UCON) stock.
The initial trade took place in 2021Q2. And since then Wagner Wealth Management, LLC has made 10 purchases of UCON, at an average price of $24.73, for a total of 2.25 Mil shares. In addition, there have been 6 sales at an average price of $24.47 for 29,538.00 shares. Based on historical transaction data and UCON's current price of $24.85, Wagner Wealth Management, LLC's estimated gain on his UCON holdings is $265,867.17, reflecting a 0.48% gain to date.
Wagner Wealth Management, LLC UCON ($24.85) Holding Chart
Wagner Wealth Management, LLC UCON ($24.85) 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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